Bare Financial Services, Inc MUB — ISHARES NATIONAL MUNI BOND ETF

Ownership history in Bare Financial Services, Inc  ·  10 quarters on record

AI Ownership Summary

Bare Financial Services, Inc reported ISHARES NATIONAL MUNI BOND ETF (MUB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.27% in 2024 Q1. The latest visible filing shows MUB at 1.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bare Financial Services, Inc's position in ISHARES NATIONAL MUNI BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MUB was reported at 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.27% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MUB stock page Bare Financial Services, Inc fund profile Bare Financial Services, Inc full holdings
How Bare Financial Services, Inc held MUB — position size vs. price
% of Fund (quarterly)    MUB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 64,302 +10,989 +20.6% 1.80% $6.8M 2026-05-14 $106.66
2025 Q4 ADDED — — — 53,313 +18,356 +52.5% 1.59% $5.7M 2026-02-06 $106.83
2025 Q3 ADDED — — — 34,957 +1,031 +3.0% 1.11% $3.7M 2025-11-12 $105.67
2025 Q2 REDUCED 12.2% +2.7% ❌ 33,926 -4,706 -12.2% 1.20% $3.5M 2025-08-13 $101.76
2025 Q1 ADDED — — — 38,632 +660 +1.7% 1.57% $4.1M 2025-05-12 $100.93
2024 Q4 ADDED — — — 37,972 +7,867 +26.1% 1.63% $4.0M 2025-02-10 $102.54
2024 Q3 ADDED — — — 30,105 +4,829 +19.1% 1.34% $3.3M 2024-11-13 $102.12
2024 Q2 ADDED — — — 25,276 +3,014 +13.5% 1.43% $2.7M 2024-08-14 $102.28
2024 Q1 ADDED — — — 22,262 +19,078 +599.2% 2.27% $2.4M 2024-05-13 $100.32
2023 Q4 INITIATED — — — 3,184 — — 0.69% $345K 2024-02-06 $100.55

🏢 Other funds also holding MUB

As of 2026 Q1 — sorted by position size

Atlatl Advisers LLC 20.54% VERUS WEALTH MANAGEMENT, LLC 12.39% STAGE HARBOR FINANCIAL, LLC 10.61% Liquid Strategies, LLC 3Y 7.57% BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 7.55% Altura Wealth Advisors Inc. 3Y 7.24% PRAIRIEVIEW WEALTH PARTNERS, LLC 7.08% Ackerman Capital Advisors, LLC 3Y 7Y 6.18% Orgel Wealth Management, LLC 3Y 7Y 6.12% SEEDS INVESTOR LLC 5.96%

FAQ About Bare Financial Services, Inc and MUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bare Financial Services, Inc reported owning MUB?

Bare Financial Services, Inc reported MUB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MUB position in Bare Financial Services, Inc's portfolio?

The largest reported portfolio weight for MUB was 2.27% in 2024 Q1.

What is the latest reported MUB position on this page?

The most recent filing on this page is 2026 Q1, when Bare Financial Services, Inc reported 64,302 shares, equal to 1.80% of portfolio, with an estimated market value of $6.8M.

What does the chart on this MUB ownership page compare?

The chart compares Bare Financial Services, Inc's quarterly MUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bare Financial Services, Inc time their MUB position?

Based on 13F filing dates vs. subsequent MUB price moves, Bare Financial Services, Inc correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on MUB relative to SPY over the holding period was -15.6%.

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