BridgePort Financial Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

BridgePort Financial Solutions’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	$491K	Hold	4,566	–	–	0.13%	137
2026 Q1	$485K	Hold	4,566	–	–	0.14%	128
2025 Q4	$489K	Hold	4,566	–	–	0.13%	130
2025 Q3	$486K	Hold	4,566	–	–	0.13%	136
2025 Q2	$477K	Hold	4,566	–	–	0.16%	110
2025 Q1	$481K	Sell	4,566 -256	-5%	-$27.2K	0.22%	96
2024 Q4	$518K	Buy	+4,822	New	+$518K	0.23%	90

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BridgePort Financial Solutions's MUB Position: Q2 2026 in Review

BridgePort Financial Solutions held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 4,566 shares worth $491K. The position accounts for 0.13% of the portfolio, ranked #137.

BridgePort Financial Solutions first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $518K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

BridgePort Financial Solutions held 4,566 shares of iShares National Muni Bond ETF worth $491K as of Q2 2026.
BridgePort Financial Solutions left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.13% of BridgePort Financial Solutions's portfolio in Q2 2026, its #137 holding.
BridgePort Financial Solutions first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
BridgePort Financial Solutions's iShares National Muni Bond ETF position peaked at $518K in Q4 2024.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.