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GW&K Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

GW&K Investment Management’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 		$163K Buy
1,512
+123
+9% +$13.2K ﹤0.01% 421
2026
Q1 		$147K Buy
1,389
+7
+0.5% +$753 ﹤0.01% 413
2025
Q4 		$148K Buy
1,382
+15
+1% +$1.61K ﹤0.01% 419
2025
Q3 		$146K Buy
1,367
+103
+8% +$10.8K ﹤0.01% 414
2025
Q2 		$132K Hold
1,264
– – ﹤0.01% 404
2025
Q1 		$133K Buy
1,264
+1,034
+450% +$110K ﹤0.01% 394
2024
Q4 		$25K Hold
230
– – ﹤0.01% 576
2024
Q3 		$25K Hold
230
– – ﹤0.01% 570
2024
Q2 		$25K Hold
230
– – ﹤0.01% 523
2024
Q1 		$25K Buy
+230
New +$24.8K ﹤0.01% 508
2023
Q3 		– Sell
-3,000
Closed -$320K – 930
2023
Q2 		$320K Hold
3,000
– – ﹤0.01% 331
2023
Q1 		$323K Sell
3,000
-23,750
-89% -$2.54M ﹤0.01% 323
2022
Q4 		$2.82M Buy
+26,750
New +$2.79M 0.03% 295

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

GW&K Investment Management's MUB Position: Q2 2026 in Review

GW&K Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 8.9% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,512 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

GW&K Investment Management first reported a position in MUB in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.82M in Q4 2022. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • GW&K Investment Management held 1,512 shares of iShares National Muni Bond ETF worth $163K as of Q2 2026.
  • GW&K Investment Management bought 123 iShares National Muni Bond ETF shares in Q2 2026, an estimated $13.2K.
  • iShares National Muni Bond ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #421 holding.
  • GW&K Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • GW&K Investment Management's iShares National Muni Bond ETF position peaked at $2.82M in Q4 2022.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.