Brooklyn Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

Brooklyn Investment 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 Q1	$5.75M	Buy	54,141 +24,137	+80%	+$2.6M	0.18%	82
2025 Q4	$3.21M	Buy	+30,004	New	+$3.21M	0.15%	109
2025 Q3	–	Sell	-1,706	Closed	-$178K	–	1947
2025 Q2	$178K	Buy	1,706 +387	+29%	+$40.2K	0.02%	663
2025 Q1	$139K	Buy	1,319 +141	+12%	+$15K	0.03%	432
2024 Q4	$126K	Buy	+1,178	New	+$127K	0.04%	333

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brooklyn Investment Group's MUB Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares National Muni Bond ETF (MUB) stake by 80% in Q1 2026, buying an estimated $2.6M and bringing the position to 54,141 shares worth $5.75M. The position accounts for 0.18% of the portfolio, ranked #82.

Brooklyn Investment Group first reported a position in MUB in Q4 2024 and has held it in 5 quarters since. 1,630 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Brooklyn Investment Group held 54,141 shares of iShares National Muni Bond ETF worth $5.75M as of Q1 2026.
Brooklyn Investment Group bought 24,137 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.6M.
iShares National Muni Bond ETF made up 0.18% of Brooklyn Investment Group's portfolio in Q1 2026, its #82 holding.
Brooklyn Investment Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 5 quarters since.
1,630 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.