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Brandywine Oak Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Brandywine Oak Private Wealth’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 		$9.86M Buy
91,665
+455
+0.5% +$48.7K 0.75% 21
2026
Q1 		$9.68M Buy
91,210
+16,299
+22% +$1.75M 0.81% 20
2025
Q4 		$8.02M Buy
74,911
+6,195
+9% +$663K 0.67% 24
2025
Q3 		$7.32M Buy
68,716
+2,266
+3% +$237K 0.64% 24
2025
Q2 		$6.94M Sell
66,450
-42,319
-39% -$4.4M 0.64% 25
2025
Q1 		$11.5M Buy
108,769
+5,453
+5% +$580K 1.12% 19
2024
Q4 		$11M Buy
103,316
+14,663
+17% +$1.58M 1.08% 20
2024
Q3 		$9.63M Buy
88,653
+5,983
+7% +$645K 0.93% 20
2024
Q2 		$8.81M Sell
82,670
-1,361
-2% -$145K 0.9% 21
2024
Q1 		$9.04M Buy
84,031
+5,092
+6% +$549K 0.94% 20
2023
Q4 		$8.56M Buy
78,939
+2,244
+3% +$235K 0.95% 20
2023
Q3 		$7.86M Buy
76,695
+326
+0.4% +$34.4K 0.92% 21
2023
Q2 		$8.15M Buy
76,369
+5,315
+7% +$568K 0.91% 21
2023
Q1 		$7.66M Buy
71,054
+6,861
+11% +$733K 0.89% 21
2022
Q4 		$6.77M Buy
64,193
+34,190
+114% +$3.56M 0.84% 22
2022
Q3 		$3.08M Buy
30,003
+22,735
+313% +$2.42M 0.42% 34
2022
Q2 		$773K Sell
7,268
-59,227
-89% -$6.32M 0.1% 130
2022
Q1 		$7.29M Sell
66,495
-21,832
-25% -$2.46M 0.83% 25
2021
Q4 		$10.2M Buy
88,327
+3,039
+4% +$353K 1.11% 20
2021
Q3 		$9.91M Buy
85,288
+6,560
+8% +$769K 1.15% 18
2021
Q2 		$9.23M Buy
78,728
+4,988
+7% +$583K 1.08% 21
2021
Q1 		$8.56M Buy
73,740
+3,401
+5% +$397K 1.26% 18
2020
Q4 		$8.24M Sell
70,339
-147
-0.2% -$17.1K 1.26% 20
2020
Q3 		$8.17M Buy
70,486
+829
+1% +$96.3K 1.37% 19
2020
Q2 		$8.12M Sell
69,657
-82
-0.1% -$9.31K 1.44% 19
2020
Q1 		$7.88M Buy
69,739
+22,182
+47% +$2.53M 1.63% 19
2019
Q4 		$5.42M Buy
47,557
+2,114
+5% +$241K 0.99% 21
2019
Q3 		$5.18M Buy
45,443
+923
+2% +$105K 0.98% 22
2019
Q2 		$5.04M Buy
44,520
+2,271
+5% +$254K 1.01% 21
2019
Q1 		$4.7M Buy
42,249
+2,857
+7% +$313K 0.98% 23
2018
Q4 		$4.48M Buy
+39,392
New +$4.24M 1.01% 22

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Oak Private Wealth's MUB Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its iShares National Muni Bond ETF (MUB) stake by 0.5% in Q2 2026, buying an estimated $48.7K and bringing the position to 91,665 shares worth $9.86M. The position accounts for 0.75% of the portfolio, ranked #21.

Brandywine Oak Private Wealth first reported a position in MUB in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.5M in Q1 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Brandywine Oak Private Wealth held 91,665 shares of iShares National Muni Bond ETF worth $9.86M as of Q2 2026.
  • Brandywine Oak Private Wealth bought 455 iShares National Muni Bond ETF shares in Q2 2026, an estimated $48.7K.
  • iShares National Muni Bond ETF made up 0.75% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Brandywine Oak Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's iShares National Muni Bond ETF position peaked at $11.5M in Q1 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.