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BOLTON SECURITIES CORPORATION’s iShares National Muni Bond ETF MUB Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$143K Sell
1,415
-163
-10% -$17.1K 0.01% 1012
2026
Q2 		$170K Buy
1,578
+163
+12% +$17.4K 0.01% 942
2026
Q1 		$150K Buy
+1,415
New +$152K 0.01% 894
2025
Q3 		$93.1K Buy
+874
New +$91.5K ﹤0.01% 984
2025
Q1 		$122K Buy
+1,160
New +$123K 0.01% 810

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MUB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its iShares National Muni Bond ETF (MUB) stake by 10% in Q3 2026, selling an estimated $17.1K and leaving 1,415 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #1012.

BOLTON SECURITIES CORPORATION first reported a position in MUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $170K in Q2 2026. 1,297 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,415 shares of iShares National Muni Bond ETF worth $143K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 163 iShares National Muni Bond ETF shares in Q3 2026, an estimated $17.1K.
  • iShares National Muni Bond ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1012 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares National Muni Bond ETF position peaked at $170K in Q2 2026.
  • 1,297 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.