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Brown Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Brown Wealth 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 		$20.8M Buy
193,485
+24,735
+15% +$2.65M 4.66% 6
2026
Q1 		$17.9M Buy
168,750
+11,436
+7% +$1.23M 4.6% 6
2025
Q4 		$16.8M Buy
157,314
+20,564
+15% +$2.2M 4.43% 6
2025
Q3 		$14.6M Buy
136,750
+14,637
+12% +$1.53M 4.09% 5
2025
Q2 		$12.8M Sell
122,113
-15,169
-11% -$1.58M 3.96% 7
2025
Q1 		$14.5M Sell
137,282
-16,486
-11% -$1.75M 4.98% 5
2024
Q4 		$16.4M Sell
153,768
-457
-0.3% -$49.1K 5.81% 6
2024
Q3 		$16.8M Buy
154,225
+45,148
+41% +$4.87M 6.05% 6
2024
Q2 		$11.6M Buy
109,077
+6,901
+7% +$735K 4.68% 7
2024
Q1 		$11M Buy
102,176
+8,464
+9% +$913K 4.55% 7
2023
Q4 		$10.2M Sell
93,712
-1,555
-2% -$163K 4.5% 5
2023
Q3 		$9.77M Buy
95,267
+26,595
+39% +$2.81M 4.65% 4
2023
Q2 		$7.33M Buy
+68,672
New +$7.34M 3.79% 6

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Brown Wealth Management's MUB Position: Q2 2026 in Review

Brown Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 15% in Q2 2026, buying an estimated $2.65M and bringing the position to 193,485 shares worth $20.8M. The position accounts for 4.66% of the portfolio, ranked #6.

Brown Wealth Management first reported a position in MUB in Q2 2023 and has held it in 13 quarters since. 415 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Brown Wealth Management held 193,485 shares of iShares National Muni Bond ETF worth $20.8M as of Q2 2026.
  • Brown Wealth Management bought 24,735 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.65M.
  • iShares National Muni Bond ETF made up 4.66% of Brown Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Brown Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 415 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.