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Brasada Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Brasada Capital Management’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 		$598K Sell
5,555
-3,923
-41% -$420K 0.11% 115
2026
Q1 		$1.01M Sell
9,478
-5,017
-35% -$539K 0.19% 79
2025
Q4 		$1.55M Sell
14,495
-1,129
-7% -$121K 0.26% 78
2025
Q3 		$1.66M Buy
15,624
+8,775
+128% +$918K 0.28% 74
2025
Q2 		$714K Sell
6,849
-271
-4% -$28.2K 0.12% 110
2025
Q1 		$729K Buy
7,120
+1,064
+18% +$113K 0.15% 96
2024
Q4 		$639K Buy
6,056
+3,585
+145% +$385K 0.11% 111
2024
Q3 		$268K Buy
+2,471
New +$266K 0.05% 135
2024
Q2 		– Sell
-4,975
Closed -$535K – 151
2024
Q1 		$535K Buy
+4,975
New +$537K 0.09% 126
2023
Q2 		– Sell
-6,474
Closed -$698K – 144
2023
Q1 		$698K Buy
6,474
+1,374
+27% +$147K 0.16% 95
2022
Q4 		$538K Sell
5,100
-1,931
-27% -$201K 0.12% 95
2022
Q3 		$721K Sell
7,031
-2,771
-28% -$295K 0.17% 83
2022
Q2 		$1.04M Buy
+9,802
New +$1.05M 0.23% 83
2021
Q4 		– Sell
-3,608
Closed -$419K – 152
2021
Q3 		$419K Buy
+3,608
New +$423K 0.08% 122
2020
Q4 		– Sell
-2,587
Closed -$300K – 154
2020
Q3 		$300K Buy
+2,587
New +$301K 0.08% 123
2020
Q2 		– Sell
-3,711
Closed -$419K – 150
2020
Q1 		$419K Buy
3,711
+314
+9% +$35.8K 0.15% 92
2019
Q4 		$387K Buy
+3,397
New +$387K 0.1% 126
2019
Q1 		– Sell
-2,147
Closed -$234K – 219
2018
Q4 		$234K Buy
+2,147
New +$231K 0.08% 142

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

Brasada Capital Management's MUB Position: Q2 2026 in Review

Brasada Capital Management reduced its iShares National Muni Bond ETF (MUB) stake by 41% in Q2 2026, selling an estimated $420K and leaving 5,555 shares worth $598K. The position accounts for 0.11% of the portfolio, ranked #115.

Brasada Capital Management first reported a position in MUB in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.66M in Q3 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Brasada Capital Management held 5,555 shares of iShares National Muni Bond ETF worth $598K as of Q2 2026.
  • Brasada Capital Management sold 3,923 iShares National Muni Bond ETF shares in Q2 2026, an estimated $420K.
  • iShares National Muni Bond ETF made up 0.11% of Brasada Capital Management's portfolio in Q2 2026, its #115 holding.
  • Brasada Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 18 quarters since.
  • Brasada Capital Management's iShares National Muni Bond ETF position peaked at $1.66M in Q3 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Brasada Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.