Frazier Financial Advisors
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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
Q3 		$43K Hold
425
– – 0.02% 218
2026
Q2 		$45.8K Hold
425
– – 0.02% 193
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Frazier Financial Advisors's MUB Position: Q3 2026 in Review

Frazier Financial Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 425 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #218.

Frazier Financial Advisors first reported a position in MUB in Q4 2023 and has held it in 5 quarters since. The position peaked at $63.1K in Q1 2024. 1,397 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Frazier Financial Advisors held 425 shares of iShares National Muni Bond ETF worth $43K as of Q3 2026.
  • Frazier Financial Advisors left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up 0.02% of Frazier Financial Advisors's portfolio in Q3 2026, its #218 holding.
  • Frazier Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Frazier Financial Advisors's iShares National Muni Bond ETF position peaked at $63.1K in Q1 2024.
  • 1,397 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.