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Gerald Baker Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Gerald Baker Financial Group’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 		$662K Sell
6,148
-663
-10% -$70.9K 0.19% 80
2026
Q1 		$723K Buy
+6,811
New +$732K 0.23% 71

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

Gerald Baker Financial Group's MUB Position: Q2 2026 in Review

Gerald Baker Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 9.7% in Q2 2026, selling an estimated $70.9K and leaving 6,148 shares worth $662K. The position accounts for 0.19% of the portfolio, ranked #80.

Gerald Baker Financial Group first reported a position in MUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $723K in Q1 2026. 1,635 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Gerald Baker Financial Group held 6,148 shares of iShares National Muni Bond ETF worth $662K as of Q2 2026.
  • Gerald Baker Financial Group sold 663 iShares National Muni Bond ETF shares in Q2 2026, an estimated $70.9K.
  • iShares National Muni Bond ETF made up 0.19% of Gerald Baker Financial Group's portfolio in Q2 2026, its #80 holding.
  • Gerald Baker Financial Group first reported a position in iShares National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Gerald Baker Financial Group's iShares National Muni Bond ETF position peaked at $723K in Q1 2026.
  • 1,635 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.