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

Frazier 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 		$45.1K Buy
+425
New +$45.7K 0.03% 202
2025
Q4 		– Hold
0
– – – 638
2025
Q3 		– Hold
0
– – – 634
2025
Q2 		– Hold
0
– – – 601
2025
Q1 		– Hold
0
– – – 593
2024
Q4 		– Hold
0
– – – 631
2024
Q3 		– Hold
0
– – – 828
2024
Q2 		– Sell
-586
Closed -$62.4K – 970
2024
Q1 		$63.1K Buy
586
+40
+7% +$4.32K 0.05% 127
2023
Q4 		$59.2K Buy
+546
New +$57.1K 0.05% 124

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Frazier Financial Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 425 shares worth $45.1K. The stake represents 0.03% of the portfolio and ranks #202 among its holdings. This is a return to the name: Frazier Financial Advisors previously reported a position in MUB as recently as Q1 2024.

Frazier Financial Advisors first reported a position in MUB in Q4 2023 and has held it in 3 quarters since. The position peaked at $63.1K in Q1 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Frazier Financial Advisors held 425 shares of iShares National Muni Bond ETF worth $45.1K as of Q1 2026.
  • iShares National Muni Bond ETF was a new Frazier Financial Advisors position in Q1 2026.
  • iShares National Muni Bond ETF made up 0.03% of Frazier Financial Advisors's portfolio in Q1 2026, its #202 holding.
  • Frazier Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Frazier Financial Advisors's iShares National Muni Bond ETF position peaked at $63.1K in Q1 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.