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Hayek Kallen Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Hayek Kallen Investment 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 		$297K Buy
+2,800
New +$301K 0.1% 78
2025
Q4 		– Sell
-1,305
Closed -$316K – 145
2025
Q3 		$316K Sell
1,305
-1,495
-53% -$156K 0.1% 82
2025
Q2 		$293K Buy
+2,800
New +$291K 0.1% 82

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Hayek Kallen Investment Management's MUB Position: Q1 2026 in Review

Hayek Kallen Investment Management opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 2,800 shares worth $297K. The stake represents 0.1% of the portfolio and ranks #78 among its holdings. This is a return to the name: Hayek Kallen Investment Management previously reported a position in MUB as recently as Q3 2025.

Hayek Kallen Investment Management first reported a position in MUB in Q2 2025 and has held it in 3 quarters since. The position peaked at $316K in Q3 2025. 1,626 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Hayek Kallen Investment Management held 2,800 shares of iShares National Muni Bond ETF worth $297K as of Q1 2026.
  • iShares National Muni Bond ETF was a new Hayek Kallen Investment Management position in Q1 2026.
  • iShares National Muni Bond ETF made up 0.1% of Hayek Kallen Investment Management's portfolio in Q1 2026, its #78 holding.
  • Hayek Kallen Investment Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Hayek Kallen Investment Management's iShares National Muni Bond ETF position peaked at $316K in Q3 2025.
  • 1,626 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.