C.M. Bidwell & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

C.M. Bidwell & Associates’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	$1.04M	Hold	9,796	–	–	0.49%	40
2025 Q4	$1.05M	Hold	9,796	–	–	0.5%	37
2025 Q3	$1.04M	Hold	9,796	–	–	0.5%	38
2025 Q2	$1.02M	Hold	9,796	–	–	0.53%	38
2025 Q1	$1.03M	Hold	9,796	–	–	0.62%	35
2024 Q4	$1.04M	Hold	9,796	–	–	0.63%	35
2024 Q3	$1.06M	Hold	9,796	–	–	0.65%	36
2024 Q2	$1.04M	Sell	9,796 -4,738	-33%	-$505K	0.7%	34
2024 Q1	$1.56M	Hold	14,534	–	–	1.06%	20
2023 Q4	$1.58M	Buy	14,534 +357	+3%	+$37.3K	1.17%	19
2023 Q3	$1.45M	Sell	14,177 -710	-5%	-$74.9K	1.11%	21
2023 Q2	$1.59M	Buy	14,887 +465	+3%	+$49.7K	1.16%	20
2023 Q1	$1.55M	Sell	14,422 -140	-1%	-$15K	1.18%	20
2022 Q4	$1.54M	Sell	14,562 -538	-4%	-$56.1K	1.21%	18
2022 Q3	$1.55M	Buy	15,100 +14,707	+3,742%	+$1.56M	1.29%	17
2022 Q2	$42K	Hold	393	–	–	0.03%	289
2022 Q1	$43K	Sell	393 -7	-2%	-$790	0.03%	298
2021 Q4	$47K	Buy	400 +10	+3%	+$1.16K	0.03%	305
2021 Q3	$45K	Buy	390 +15	+4%	+$1.76K	0.03%	303
2021 Q2	$44K	Buy	375 +10	+3%	+$1.17K	0.03%	314
2021 Q1	$42K	Hold	365	–	–	0.03%	311
2020 Q4	$43K	Hold	365	–	–	0.04%	297
2020 Q3	$42K	Hold	365	–	–	0.04%	271
2020 Q2	$42K	Buy	+365	New	+$41.4K	0.04%	258
2018 Q2	–	Sell	-80	Closed	-$9K	–	437
2018 Q1	$9K	Sell	80 -120	-60%	-$13.1K	0.01%	304
2017 Q4	$22K	Buy	+200	New	+$22.1K	0.02%	287

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

C.M. Bidwell & Associates's MUB Position: Q1 2026 in Review

C.M. Bidwell & Associates held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 9,796 shares worth $1.04M. The position accounts for 0.49% of the portfolio, ranked #40.

C.M. Bidwell & Associates first reported a position in MUB in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.59M in Q2 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

C.M. Bidwell & Associates held 9,796 shares of iShares National Muni Bond ETF worth $1.04M as of Q1 2026.
C.M. Bidwell & Associates left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.49% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #40 holding.
C.M. Bidwell & Associates first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 26 quarters since.
C.M. Bidwell & Associates's iShares National Muni Bond ETF position peaked at $1.59M in Q2 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.