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

Brookwood 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 Q2	$1.08M	Sell	10,053 -1,402	-12%	-$150K	0.12%	175
2026 Q1	$1.22M	Buy	11,455 +287	+3%	+$30.9K	0.15%	148
2025 Q4	$1.2M	Buy	11,168 +1,739	+18%	+$186K	0.14%	139
2025 Q3	$1M	Sell	9,429 -936	-9%	-$98K	0.13%	147
2025 Q2	$1.08M	Buy	10,365 +1,040	+11%	+$108K	0.17%	116
2025 Q1	$983K	Buy	+9,325	New	+$992K	0.17%	119

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

Brookwood Investment Group's MUB Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares National Muni Bond ETF (MUB) stake by 12% in Q2 2026, selling an estimated $150K and leaving 10,053 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #175.

Brookwood Investment Group first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q1 2026. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Brookwood Investment Group held 10,053 shares of iShares National Muni Bond ETF worth $1.08M as of Q2 2026.
Brookwood Investment Group sold 1,402 iShares National Muni Bond ETF shares in Q2 2026, an estimated $150K.
iShares National Muni Bond ETF made up 0.12% of Brookwood Investment Group's portfolio in Q2 2026, its #175 holding.
Brookwood Investment Group first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's iShares National Muni Bond ETF position peaked at $1.22M in Q1 2026.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.