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James J. Burns & Company’s iShares National Muni Bond ETF MUB Stock Holding History

James J. Burns & Company’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 		$758K Buy
7,043
+23
+0.3% +$2.46K 0.08% 85
2026
Q1 		$745K Sell
7,020
-151
-2% -$16.2K 0.1% 80
2025
Q4 		$768K Buy
7,171
+71
+1% +$7.6K 0.11% 79
2025
Q3 		$756K Sell
7,100
-252
-3% -$26.4K 0.11% 77
2025
Q2 		$768K Sell
7,352
-13,537
-65% -$1.41M 0.13% 74
2025
Q1 		$2.2M Buy
20,889
+351
+2% +$37.3K 0.39% 43
2024
Q4 		$2.19M Sell
20,538
-5,263
-20% -$565K 0.38% 43
2024
Q3 		$2.8M Sell
25,801
-1,705
-6% -$184K 0.51% 37
2024
Q2 		$2.93M Buy
27,506
+13,440
+96% +$1.43M 0.58% 35
2024
Q1 		$1.5M Sell
14,066
-18,541
-57% -$2M 0.52% 32
2023
Q4 		$3.53M Sell
32,607
-5,794
-15% -$605K 0.84% 28
2023
Q3 		$3.94M Sell
38,401
-11,936
-24% -$1.26M 1.06% 23
2023
Q2 		$5.37M Sell
50,337
-4,768
-9% -$510K 1.36% 18
2023
Q1 		$5.94M Buy
55,105
+18,218
+49% +$1.95M 1.53% 12
2022
Q4 		$3.89M Buy
36,887
+410
+1% +$42.7K 1.59% 14
2022
Q3 		$3.74M Buy
+36,477
New +$3.88M 1.66% 14

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

James J. Burns & Company's MUB Position: Q2 2026 in Review

James J. Burns & Company increased its iShares National Muni Bond ETF (MUB) stake by 0.33% in Q2 2026, buying an estimated $2.46K and bringing the position to 7,043 shares worth $758K. The position accounts for 0.08% of the portfolio, ranked #85.

James J. Burns & Company first reported a position in MUB in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.94M in Q1 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • James J. Burns & Company held 7,043 shares of iShares National Muni Bond ETF worth $758K as of Q2 2026.
  • James J. Burns & Company bought 23 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.46K.
  • iShares National Muni Bond ETF made up 0.08% of James J. Burns & Company's portfolio in Q2 2026, its #85 holding.
  • James J. Burns & Company first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • James J. Burns & Company's iShares National Muni Bond ETF position peaked at $5.94M in Q1 2023.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.