Brady Martz Wealth Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Brady Martz Wealth Solutions’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	$1.44M	Sell	13,375 -413	-3%	-$44.2K	0.22%	84
2026 Q1	$1.46M	Buy	13,788 +220	+2%	+$23.7K	0.25%	78
2025 Q4	$1.45M	Sell	13,568 -1,142	-8%	-$122K	0.26%	73
2025 Q3	$1.57M	Sell	14,710 -325	-2%	-$34K	0.28%	68
2025 Q2	$1.57M	Sell	15,035 -9,827	-40%	-$1.02M	0.3%	64
2025 Q1	$2.62M	Sell	24,862 -2,560	-9%	-$272K	0.59%	44
2024 Q4	$2.89M	Buy	+27,422	New	+$2.95M	0.7%	36

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Brady Martz Wealth Solutions's MUB Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its iShares National Muni Bond ETF (MUB) stake by 3% in Q2 2026, selling an estimated $44.2K and leaving 13,375 shares worth $1.44M. The position accounts for 0.22% of the portfolio, ranked #84.

Brady Martz Wealth Solutions first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.89M in Q4 2024. 594 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Brady Martz Wealth Solutions held 13,375 shares of iShares National Muni Bond ETF worth $1.44M as of Q2 2026.
Brady Martz Wealth Solutions sold 413 iShares National Muni Bond ETF shares in Q2 2026, an estimated $44.2K.
iShares National Muni Bond ETF made up 0.22% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #84 holding.
Brady Martz Wealth Solutions first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's iShares National Muni Bond ETF position peaked at $2.89M in Q4 2024.
594 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.