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 Q2	$1.67M	Buy	15,517 +3,320	+27%	+$355K	0.45%	48
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 $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Graybill Wealth Management's MUB Position: Q2 2026 in Review

Graybill Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 27% in Q2 2026, buying an estimated $355K and bringing the position to 15,517 shares worth $1.67M. The position accounts for 0.45% of the portfolio, ranked #48.

Graybill Wealth Management first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Graybill Wealth Management held 15,517 shares of iShares National Muni Bond ETF worth $1.67M as of Q2 2026.
Graybill Wealth Management bought 3,320 iShares National Muni Bond ETF shares in Q2 2026, an estimated $355K.
iShares National Muni Bond ETF made up 0.45% of Graybill Wealth Management's portfolio in Q2 2026, its #48 holding.
Graybill Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Graybill Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.