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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowroot Family Office's MUB Position: Q1 2026 in Review

Arrowroot Family Office increased its iShares National Muni Bond ETF (MUB) stake by 13% in Q1 2026, buying an estimated $37.7K and bringing the position to 3,026 shares worth $321K. The position accounts for 0.11% of the portfolio, ranked #123.

Arrowroot Family Office first reported a position in MUB in Q1 2023 and has held it in 12 quarters since. The position peaked at $562K in Q1 2023. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Arrowroot Family Office held 3,026 shares of iShares National Muni Bond ETF worth $321K as of Q1 2026.
Arrowroot Family Office bought 351 iShares National Muni Bond ETF shares in Q1 2026, an estimated $37.7K.
iShares National Muni Bond ETF made up 0.11% of Arrowroot Family Office's portfolio in Q1 2026, its #123 holding.
Arrowroot Family Office first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's iShares National Muni Bond ETF position peaked at $562K in Q1 2023.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.