JBA
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Johnson Bixby & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Johnson Bixby & 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
Q2 		$6.87M Buy
63,831
+9,754
+18% +$1.04M 0.77% 25
2026
Q1 		$5.74M Buy
54,077
+7,437
+16% +$800K 0.71% 27
2025
Q4 		$5M Buy
46,640
+5,692
+14% +$609K 0.62% 27
2025
Q3 		$4.36M Buy
40,948
+1,305
+3% +$137K 0.56% 27
2025
Q2 		$4.14M Buy
39,643
+2,829
+8% +$294K 0.57% 27
2025
Q1 		$3.88M Buy
36,814
+3,913
+12% +$416K 0.58% 24
2024
Q4 		$3.51M Sell
32,901
-92
-0.3% -$9.88K 0.53% 25
2024
Q3 		$3.58M Sell
32,993
-3,182
-9% -$343K 0.55% 26
2024
Q2 		$3.85M Sell
36,175
-1,253
-3% -$133K 0.65% 23
2024
Q1 		$4.03M Buy
37,428
+2,825
+8% +$305K 0.7% 23
2023
Q4 		$3.75M Sell
34,603
-1,958
-5% -$205K 0.71% 22
2023
Q3 		$3.75M Sell
36,561
-441
-1% -$46.5K 0.78% 22
2023
Q2 		$3.95M Buy
37,002
+7,054
+24% +$754K 0.82% 22
2023
Q1 		$3.23M Buy
29,948
+592
+2% +$63.3K 0.71% 24
2022
Q4 		$3.1M Buy
29,356
+5,076
+21% +$529K 0.72% 23
2022
Q3 		$2.49M Sell
24,280
-908
-4% -$96.5K 0.63% 26
2022
Q2 		$2.68M Buy
25,188
+11,461
+83% +$1.22M 0.65% 27
2022
Q1 		$1.5M Buy
13,727
+6,106
+80% +$689K 0.39% 31
2021
Q4 		$886K Buy
7,621
+1,790
+31% +$208K 0.23% 36
2021
Q3 		$677K Buy
5,831
+790
+16% +$92.6K 0.2% 37
2021
Q2 		$591K Buy
5,041
+355
+8% +$41.5K 0.17% 40
2021
Q1 		$544K Buy
4,686
+159
+4% +$18.5K 0.17% 37
2020
Q4 		$531K Buy
+4,527
New +$526K 0.18% 36

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

Johnson Bixby & Associates's MUB Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares National Muni Bond ETF (MUB) stake by 18% in Q2 2026, buying an estimated $1.04M and bringing the position to 63,831 shares worth $6.87M. The position accounts for 0.77% of the portfolio, ranked #25.

Johnson Bixby & Associates first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Johnson Bixby & Associates held 63,831 shares of iShares National Muni Bond ETF worth $6.87M as of Q2 2026.
  • Johnson Bixby & Associates bought 9,754 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.04M.
  • iShares National Muni Bond ETF made up 0.77% of Johnson Bixby & Associates's portfolio in Q2 2026, its #25 holding.
  • Johnson Bixby & Associates first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.