Broadview Financial Management’s iShares National Muni Bond ETF MUB Stock Holding History

Broadview Financial 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 Q1	$349K	Buy	3,290 +17	+0.5%	+$1.83K	0.24%	36
2025 Q4	$351K	Sell	3,273 -644	-16%	-$68.9K	0.23%	36
2025 Q3	$417K	Sell	3,917 -13,401	-77%	-$1.4M	0.28%	35
2025 Q2	$1.81M	Buy	+17,318	New	+$1.8M	1.23%	20
2022 Q2	–	Sell	-9,775	Closed	-$1.07M	–	47
2022 Q1	$1.07M	Buy	+9,775	New	+$1.1M	0.79%	27

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Broadview Financial Management's MUB Position: Q1 2026 in Review

Broadview Financial Management increased its iShares National Muni Bond ETF (MUB) stake by 0.52% in Q1 2026, buying an estimated $1.83K and bringing the position to 3,290 shares worth $349K. The position accounts for 0.24% of the portfolio, ranked #36.

Broadview Financial Management first reported a position in MUB in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.81M in Q2 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Broadview Financial Management held 3,290 shares of iShares National Muni Bond ETF worth $349K as of Q1 2026.
Broadview Financial Management bought 17 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.83K.
iShares National Muni Bond ETF made up 0.24% of Broadview Financial Management's portfolio in Q1 2026, its #36 holding.
Broadview Financial Management first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 5 quarters since.
Broadview Financial Management's iShares National Muni Bond ETF position peaked at $1.81M in Q2 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.