Brucke Financial
MUB icon

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

Brucke Financial’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
Q3 		$1.35M Buy
13,374
+1,241
+10% +$130K 0.57% 33
2026
Q2 		$1.31M Buy
12,133
+409
+3% +$43.7K 0.58% 34
2026
Q1 		$1.24M Buy
11,724
+18
+0.2% +$1.94K 0.63% 31
2025
Q4 		$1.25M Sell
11,706
-215
-2% -$23K 0.69% 29
2025
Q3 		$1.28M Sell
11,921
-19
-0.2% -$1.99K 0.75% 25
2025
Q2 		$1.25M Buy
11,940
+835
+8% +$86.8K 0.87% 22
2025
Q1 		$1.16M Buy
11,105
+938
+9% +$100K 1.01% 21
2024
Q4 		$1.08M Buy
+10,167
New +$1.09M 0.93% 26

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Brucke Financial's MUB Position: Q3 2026 in Review

Brucke Financial increased its iShares National Muni Bond ETF (MUB) stake by 10% in Q3 2026, buying an estimated $130K and bringing the position to 13,374 shares worth $1.35M. The position accounts for 0.57% of the portfolio, ranked #33.

Brucke Financial first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. 892 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Brucke Financial held 13,374 shares of iShares National Muni Bond ETF worth $1.35M as of Q3 2026.
  • Brucke Financial bought 1,241 iShares National Muni Bond ETF shares in Q3 2026, an estimated $130K.
  • iShares National Muni Bond ETF made up 0.57% of Brucke Financial's portfolio in Q3 2026, its #33 holding.
  • Brucke Financial first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 892 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.