Brown Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Brown Financial Advisors’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	$1.33M	Buy	12,484 +3,901	+45%	+$419K	0.5%	64
2025 Q4	$919K	Buy	8,583 +1,623	+23%	+$174K	0.34%	93
2025 Q3	$741K	Buy	6,960 +3,359	+93%	+$352K	0.27%	91
2025 Q2	$376K	Buy	+3,601	New	+$374K	0.15%	129

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

Brown Financial Advisors's MUB Position: Q1 2026 in Review

Brown Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 45% in Q1 2026, buying an estimated $419K and bringing the position to 12,484 shares worth $1.33M. The position accounts for 0.5% of the portfolio, ranked #64.

Brown Financial Advisors first reported a position in MUB in Q2 2025 and has held it in 4 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Brown Financial Advisors held 12,484 shares of iShares National Muni Bond ETF worth $1.33M as of Q1 2026.
Brown Financial Advisors bought 3,901 iShares National Muni Bond ETF shares in Q1 2026, an estimated $419K.
iShares National Muni Bond ETF made up 0.5% of Brown Financial Advisors's portfolio in Q1 2026, its #64 holding.
Brown Financial Advisors first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.