Family Investment Center’s iShares National Muni Bond ETF MUB Stock Holding History

Family Investment Center’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	$293K	Hold	2,723	–	–	0.05%	96
2026 Q1	$289K	Hold	2,723	–	–	0.06%	66
2025 Q4	$292K	Hold	2,723	–	–	0.06%	76
2025 Q3	$290K	Sell	2,723 -470	-15%	-$49.2K	0.06%	75
2025 Q2	$334K	Buy	+3,193	New	+$332K	0.08%	65
2024 Q2	–	Sell	-2,869	Closed	-$309K	–	87
2024 Q1	$309K	Sell	2,869 -233	-8%	-$25.1K	0.1%	59
2023 Q4	$336K	Hold	3,102	–	–	0.17%	43
2023 Q3	$318K	Hold	3,102	–	–	0.19%	41
2023 Q2	$331K	Sell	3,102 -412	-12%	-$44K	0.21%	36
2023 Q1	$379K	Buy	3,514 +412	+13%	+$44K	0.26%	33
2022 Q4	$327K	Buy	+3,102	New	+$323K	0.24%	34

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Family Investment Center's MUB Position: Q2 2026 in Review

Family Investment Center held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,723 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #96.

Family Investment Center first reported a position in MUB in Q4 2022 and has held it in 11 quarters since. The position peaked at $379K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Family Investment Center held 2,723 shares of iShares National Muni Bond ETF worth $293K as of Q2 2026.
Family Investment Center left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.05% of Family Investment Center's portfolio in Q2 2026, its #96 holding.
Family Investment Center first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 11 quarters since.
Family Investment Center's iShares National Muni Bond ETF position peaked at $379K in Q1 2023.
1,155 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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