Braun-Bostich & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Braun-Bostich & Associates’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	$513K	Sell	4,768 -54	-1%	-$5.78K	0.29%	60
2026 Q1	$512K	Buy	4,822 +24	+0.5%	+$2.58K	0.32%	57
2025 Q4	$514K	Sell	4,798 -11	-0.2%	-$1.18K	0.32%	59
2025 Q3	$512K	Buy	4,809 +1,080	+29%	+$113K	0.32%	58
2025 Q2	$390K	Buy	3,729 +1,532	+70%	+$159K	0.27%	70
2025 Q1	$232K	Buy	+2,197	New	+$234K	0.17%	99
2024 Q2	–	Sell	-6,093	Closed	-$656K	–	135
2024 Q1	$656K	Sell	6,093 -2,360	-28%	-$255K	0.55%	54
2023 Q4	$916K	Buy	8,453 +537	+7%	+$56.1K	0.83%	30
2023 Q3	$812K	Buy	+7,916	New	+$835K	1.51%	13

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

Braun-Bostich & Associates's MUB Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares National Muni Bond ETF (MUB) stake by 1.1% in Q2 2026, selling an estimated $5.78K and leaving 4,768 shares worth $513K. The position accounts for 0.29% of the portfolio, ranked #60.

Braun-Bostich & Associates first reported a position in MUB in Q3 2023 and has held it in 9 quarters since. The position peaked at $916K in Q4 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Braun-Bostich & Associates held 4,768 shares of iShares National Muni Bond ETF worth $513K as of Q2 2026.
Braun-Bostich & Associates sold 54 iShares National Muni Bond ETF shares in Q2 2026, an estimated $5.78K.
iShares National Muni Bond ETF made up 0.29% of Braun-Bostich & Associates's portfolio in Q2 2026, its #60 holding.
Braun-Bostich & Associates first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 9 quarters since.
Braun-Bostich & Associates's iShares National Muni Bond ETF position peaked at $916K in Q4 2023.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.