Arrowroot Family Office’s iShares National Muni Bond ETF MUB Stock Holding History

Arrowroot Family Office’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	$323K	Sell	3,002 -24	-0.8%	-$2.57K	0.09%	141
2026 Q1	$321K	Buy	3,026 +351	+13%	+$37.7K	0.11%	123
2025 Q4	$287K	Buy	2,675 +185	+7%	+$19.8K	0.1%	118
2025 Q3	$265K	Sell	2,490 -433	-15%	-$45.3K	0.11%	124
2025 Q2	$305K	Buy	+2,923	New	+$304K	0.14%	111
2024 Q4	$419K	Sell	3,931 -291	-7%	-$31.3K	0.22%	88
2024 Q3	$459K	Sell	4,222 -24	-0.6%	-$2.59K	0.27%	78
2024 Q2	$452K	Sell	4,246 -67	-2%	-$7.14K	0.29%	78
2024 Q1	$464K	Sell	4,313 -97	-2%	-$10.5K	0.3%	76
2023 Q4	$478K	Buy	4,410 +391	+10%	+$40.9K	0.34%	71
2023 Q3	$412K	Buy	4,019 +444	+12%	+$46.8K	0.32%	75
2023 Q2	$382K	Sell	3,575 -1,643	-31%	-$176K	0.29%	81
2023 Q1	$562K	Buy	+5,218	New	+$558K	0.48%	56

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 22.9% 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

Arrowroot Family Office's MUB Position: Q2 2026 in Review

Arrowroot Family Office reduced its iShares National Muni Bond ETF (MUB) stake by 0.79% in Q2 2026, selling an estimated $2.57K and leaving 3,002 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #141.

Arrowroot Family Office first reported a position in MUB in Q1 2023 and has held it in 13 quarters since. The position peaked at $562K in Q1 2023. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Arrowroot Family Office held 3,002 shares of iShares National Muni Bond ETF worth $323K as of Q2 2026.
Arrowroot Family Office sold 24 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.57K.
iShares National Muni Bond ETF made up 0.09% of Arrowroot Family Office's portfolio in Q2 2026, its #141 holding.
Arrowroot Family Office first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's iShares National Muni Bond ETF position peaked at $562K in Q1 2023.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.