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

Graybill 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 Q1	$1.29M	Buy	12,197 +100	+0.8%	+$10.8K	0.39%	49
2025 Q4	$1.3M	Buy	12,097 +5,640	+87%	+$604K	0.38%	49
2025 Q3	$688K	Buy	6,457 +100	+2%	+$10.5K	0.21%	56
2025 Q2	$664K	Hold	6,357	–	–	0.22%	58
2025 Q1	$670K	Buy	+6,357	New	+$676K	0.23%	57
2024 Q3	$767K	Hold	7,057	–	–	0.28%	49
2024 Q2	$752K	Buy	7,057 +635	+10%	+$67.6K	0.31%	49
2024 Q1	$691K	Buy	6,422 +165	+3%	+$17.8K	0.29%	47
2023 Q4	$678K	Buy	+6,257	New	+$654K	0.3%	47

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Graybill Wealth Management's MUB Position: Q1 2026 in Review

Graybill Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.83% in Q1 2026, buying an estimated $10.8K and bringing the position to 12,197 shares worth $1.29M. The position accounts for 0.39% of the portfolio, ranked #49.

Graybill Wealth Management first reported a position in MUB in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Graybill Wealth Management held 12,197 shares of iShares National Muni Bond ETF worth $1.29M as of Q1 2026.
Graybill Wealth Management bought 100 iShares National Muni Bond ETF shares in Q1 2026, an estimated $10.8K.
iShares National Muni Bond ETF made up 0.39% of Graybill Wealth Management's portfolio in Q1 2026, its #49 holding.
Graybill Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 9 quarters since.
Graybill Wealth Management's iShares National Muni Bond ETF position peaked at $1.3M in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.