Brand Asset Management Group’s iShares National Muni Bond ETF MUB Stock Holding History

Brand Asset Management Group’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	$879K	Buy	+8,170	New	+$874K	0.19%	80
2025 Q4	–	Sell	-1,921	Closed	-$205K	–	180
2025 Q3	$205K	Buy	+1,921	New	+$201K	0.06%	162
2021 Q2	–	Sell	-1,025	Closed	-$119K	–	188
2021 Q1	$119K	Buy	1,025 +176	+21%	+$20.5K	0.06%	92
2020 Q4	$100K	Hold	849	–	–	0.06%	90
2020 Q3	$98K	Sell	849 -128	-13%	-$14.9K	0.06%	90
2020 Q2	$113K	Sell	977 -350	-26%	-$39.7K	0.07%	75
2020 Q1	$150K	Buy	+1,327	New	+$151K	0.11%	69

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 22.96% 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

Brand Asset Management Group's MUB Position: Q2 2026 in Review

Brand Asset Management Group opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 8,170 shares worth $879K. The stake represents 0.19% of the portfolio and ranks #80 among its holdings. This is a return to the name: Brand Asset Management Group previously reported a position in MUB as recently as Q3 2025.

Brand Asset Management Group first reported a position in MUB in Q1 2020 and has held it in 7 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Brand Asset Management Group held 8,170 shares of iShares National Muni Bond ETF worth $879K as of Q2 2026.
iShares National Muni Bond ETF was a new Brand Asset Management Group position in Q2 2026.
iShares National Muni Bond ETF made up 0.19% of Brand Asset Management Group's portfolio in Q2 2026, its #80 holding.
Brand Asset Management Group first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 7 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.