BBR Partners’s iShares National Muni Bond ETF MUB Stock Holding History

BBR Partners’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	$305K	Sell	2,870 -88	-3%	-$9.46K	0.02%	202
2025 Q4	$317K	Buy	2,958 +88	+3%	+$9.42K	0.02%	209
2025 Q3	$306K	Hold	2,870	–	–	0.02%	205
2025 Q2	$300K	Hold	2,870	–	–	0.02%	183
2025 Q1	$303K	Hold	2,870	–	–	0.02%	178
2024 Q4	$306K	Hold	2,870	–	–	0.02%	194
2024 Q3	$312K	Sell	2,870 -48	-2%	-$5.17K	0.02%	179
2024 Q2	$311K	Buy	2,918 +48	+2%	+$5.11K	0.03%	159
2024 Q1	$309K	Hold	2,870	–	–	0.02%	189
2023 Q4	$311K	Sell	2,870 -58	-2%	-$6.06K	0.03%	140
2023 Q3	$300K	Buy	2,928 +58	+2%	+$6.12K	0.03%	145
2023 Q2	$306K	Hold	2,870	–	–	0.03%	122
2023 Q1	$309K	Hold	2,870	–	–	0.04%	122
2022 Q4	$303K	Buy	+2,870	New	+$299K	0.03%	137

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

BBR Partners's MUB Position: Q1 2026 in Review

BBR Partners reduced its iShares National Muni Bond ETF (MUB) stake by 3% in Q1 2026, selling an estimated $9.46K and leaving 2,870 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #202.

BBR Partners first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $317K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

BBR Partners held 2,870 shares of iShares National Muni Bond ETF worth $305K as of Q1 2026.
BBR Partners sold 88 iShares National Muni Bond ETF shares in Q1 2026, an estimated $9.46K.
iShares National Muni Bond ETF made up 0.02% of BBR Partners's portfolio in Q1 2026, its #202 holding.
BBR Partners first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
BBR Partners's iShares National Muni Bond ETF position peaked at $317K in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.