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

Brookstone 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 		$19.5M Buy
180,977
+21,400
+13% +$2.29M 0.2% 131
2026
Q1 		$16.9M Buy
159,577
+19,384
+14% +$2.08M 0.19% 130
2025
Q4 		$15M Buy
140,193
+9,530
+7% +$1.02M 0.17% 144
2025
Q3 		$13.9M Buy
130,663
+31,324
+32% +$3.28M 0.17% 148
2025
Q2 		$10.4M Buy
99,339
+10,775
+12% +$1.12M 0.14% 185
2025
Q1 		$9.34M Buy
88,564
+14,746
+20% +$1.57M 0.13% 187
2024
Q4 		$7.87M Sell
73,818
-2,097
-3% -$225K 0.11% 207
2024
Q3 		$8.25M Buy
75,915
+6,688
+10% +$721K 0.12% 185
2024
Q2 		$7.44M Sell
69,227
-5,589
-7% -$595K 0.12% 179
2024
Q1 		$8.05M Buy
74,816
+6,805
+10% +$734K 0.14% 165
2023
Q4 		$7.37M Buy
68,011
+5,869
+9% +$613K 0.14% 157
2023
Q3 		$6.28M Buy
62,142
+4,102
+7% +$433K 0.14% 160
2023
Q2 		$6.15M Buy
58,040
+4,486
+8% +$479K 0.12% 170
2023
Q1 		$5.77M Sell
53,554
-1,034
-2% -$110K 0.11% 171
2022
Q4 		$5.82M Buy
54,588
+16,797
+44% +$1.75M 0.12% 160
2022
Q3 		$3.91M Buy
37,791
+3,006
+9% +$320K 0.09% 200
2022
Q2 		$3.71M Buy
34,785
+12,110
+53% +$1.29M 0.08% 200
2022
Q1 		$2.45M Sell
22,675
-57,039
-72% -$6.44M 0.05% 262
2021
Q4 		$9.23M Sell
79,714
-5,926
-7% -$688K 0.16% 125
2021
Q3 		$9.93M Buy
85,640
+11,374
+15% +$1.33M 0.18% 110
2021
Q2 		$8.73M Buy
74,266
+65,440
+741% +$7.65M 0.16% 129
2021
Q1 		$1.02M Buy
8,826
+146
+2% +$17K 0.04% 250
2020
Q4 		$1.02M Buy
8,680
+5,206
+150% +$605K 0.04% 227
2020
Q3 		$403K Sell
3,474
-2,685
-44% -$312K 0.02% 298
2020
Q2 		$711K Buy
6,159
+2,531
+70% +$287K 0.04% 196
2020
Q1 		$410K Sell
3,628
-2,404
-40% -$274K 0.02% 230
2019
Q4 		$687K Buy
6,032
+918
+18% +$105K 0.03% 235
2019
Q3 		$584K Sell
5,114
-36,134
-88% -$4.12M 0.03% 246
2019
Q2 		$4.67M Buy
41,248
+32,033
+348% +$3.59M 0.27% 64
2019
Q1 		$1.02M Buy
9,215
+1,267
+16% +$139K 0.07% 143
2018
Q4 		$867K Buy
+7,948
New +$855K 0.07% 140
2018
Q3 		– Sell
-3,812
Closed -$416K – 426
2018
Q2 		$416K Buy
+3,812
New +$414K 0.04% 254
2017
Q4 		– Sell
-59,285
Closed -$6.57M – 339
2017
Q3 		$6.57M Buy
+59,285
New +$6.58M 0.6% 46
2016
Q2 		– Sell
-21,774
Closed -$2.43M – 247
2016
Q1 		$2.43M Buy
+21,774
New +$2.42M 0.37% 99
2015
Q3 		– Sell
-90
Closed -$10K – 2074
2015
Q2 		$10K Buy
+90
New +$9.81K ﹤0.01% 1198

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Brookstone Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 13% in Q2 2026, buying an estimated $2.29M and bringing the position to 180,977 shares worth $19.5M. The position accounts for 0.2% of the portfolio, ranked #131.

Brookstone Capital Management first reported a position in MUB in Q2 2015 and has held it in 35 quarters since. 325 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Brookstone Capital Management held 180,977 shares of iShares National Muni Bond ETF worth $19.5M as of Q2 2026.
  • Brookstone Capital Management bought 21,400 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.29M.
  • iShares National Muni Bond ETF made up 0.2% of Brookstone Capital Management's portfolio in Q2 2026, its #131 holding.
  • Brookstone Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2015 and has held it in 35 quarters since.
  • 325 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.