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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BridgePort Financial Solutions's MUB Position: Q1 2026 in Review

BridgePort Financial Solutions held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 4,566 shares worth $485K. The position accounts for 0.14% of the portfolio, ranked #128.

BridgePort Financial Solutions first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $518K in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • BridgePort Financial Solutions held 4,566 shares of iShares National Muni Bond ETF worth $485K as of Q1 2026.
  • BridgePort Financial Solutions left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.14% of BridgePort Financial Solutions's portfolio in Q1 2026, its #128 holding.
  • BridgePort Financial Solutions first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • BridgePort Financial Solutions's iShares National Muni Bond ETF position peaked at $518K in Q4 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.