BAWC
MUB icon

Boyce & Associates Wealth Consulting’s iShares National Muni Bond ETF MUB Stock Holding History

Boyce & Associates Wealth Consulting’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367K Buy
3,407
+6
+0.2% +$642 0.25% 58
2026
Q1 		$361K Buy
3,401
+5
+0.1% +$538 0.27% 58
2025
Q4 		$364K Buy
3,396
+8
+0.2% +$857 0.3% 51
2025
Q3 		$361K Buy
3,388
+7
+0.2% +$733 0.3% 51
2025
Q2 		$353K Sell
3,381
-1,185
-26% -$123K 0.32% 52
2025
Q1 		$481K Sell
4,566
-167
-4% -$17.8K 0.48% 41
2024
Q4 		$504K Buy
4,733
+18
+0.4% +$1.93K 0.51% 42
2024
Q3 		$512K Buy
4,715
+13
+0.3% +$1.4K 0.53% 38
2024
Q2 		$501K Sell
4,702
-363
-7% -$38.7K 0.59% 36
2024
Q1 		$545K Sell
5,065
-1,031
-17% -$111K 0.7% 26
2023
Q4 		$661K Sell
6,096
-306
-5% -$32K 0.96% 19
2023
Q3 		$656K Buy
6,402
+9
+0.1% +$949 1.09% 17
2023
Q2 		$682K Buy
6,393
+241
+4% +$25.8K 1.14% 16
2023
Q1 		$666K Buy
6,152
+2,038
+50% +$218K 1.19% 19
2022
Q4 		$434K Buy
4,114
+515
+14% +$53.7K 0.83% 23
2022
Q3 		$369K Buy
3,599
+37
+1% +$3.93K 0.76% 22
2022
Q2 		$379K Buy
3,562
+22
+0.6% +$2.35K 0.69% 27
2022
Q1 		$388K Buy
+3,540
New +$400K 0.58% 33

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Boyce & Associates Wealth Consulting's MUB Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its iShares National Muni Bond ETF (MUB) stake by 0.18% in Q2 2026, buying an estimated $642 and bringing the position to 3,407 shares worth $367K. The position accounts for 0.25% of the portfolio, ranked #58.

Boyce & Associates Wealth Consulting first reported a position in MUB in Q1 2022 and has held it in 18 quarters since. The position peaked at $682K in Q2 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 3,407 shares of iShares National Muni Bond ETF worth $367K as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 6 iShares National Muni Bond ETF shares in Q2 2026, an estimated $642.
  • iShares National Muni Bond ETF made up 0.25% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #58 holding.
  • Boyce & Associates Wealth Consulting first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Boyce & Associates Wealth Consulting's iShares National Muni Bond ETF position peaked at $682K in Q2 2023.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.