Welch & Forbes’s iShares National Muni Bond ETF MUB Stock Holding History

Welch & Forbes’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	$492K	Buy	4,574 +421	+10%	+$45K	0.01%	287
2026 Q1	$441K	Buy	4,153 +1,816	+78%	+$195K	0.01%	286
2025 Q4	$250K	Buy	+2,337	New	+$250K	﹤0.01%	347
2024 Q2	–	Sell	-4,018	Closed	-$432K	–	380
2024 Q1	$432K	Buy	+4,018	New	+$434K	0.01%	299
2023 Q4	–	Sell	-3,057	Closed	-$313K	–	372
2023 Q3	$313K	Hold	3,057	–	–	0.01%	325
2023 Q2	$326K	Hold	3,057	–	–	0.01%	324
2023 Q1	$329K	Hold	3,057	–	–	0.01%	319
2022 Q4	$323K	Sell	3,057 -2,023	-40%	-$211K	0.01%	320
2022 Q3	$521K	Buy	+5,080	New	+$540K	0.01%	272
2018 Q4	–	Sell	-2,185	Closed	-$236K	–	351
2018 Q3	$236K	Sell	2,185 -1,200	-35%	-$130K	0.01%	333
2018 Q2	$369K	Buy	3,385 +1,185	+54%	+$129K	0.01%	284
2018 Q1	$240K	Buy	+2,200	New	+$240K	0.01%	327
2013 Q4	–	Sell	-4,815	Closed	-$503K	–	328
2013 Q3	$503K	Buy	+4,815	New	+$497K	0.02%	255

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Welch & Forbes's MUB Position: Q2 2026 in Review

Welch & Forbes increased its iShares National Muni Bond ETF (MUB) stake by 10% in Q2 2026, buying an estimated $45K and bringing the position to 4,574 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #287.

Welch & Forbes first reported a position in MUB in Q3 2013 and has held it in 13 quarters since. The position peaked at $521K in Q3 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Welch & Forbes held 4,574 shares of iShares National Muni Bond ETF worth $492K as of Q2 2026.
Welch & Forbes bought 421 iShares National Muni Bond ETF shares in Q2 2026, an estimated $45K.
iShares National Muni Bond ETF made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #287 holding.
Welch & Forbes first reported a position in iShares National Muni Bond ETF in Q3 2013 and has held it in 13 quarters since.
Welch & Forbes's iShares National Muni Bond ETF position peaked at $521K in Q3 2022.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.