LBC
MUB icon

Lowe Brockenbrough & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Lowe Brockenbrough & Co’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 		$1.97M Buy
18,319
+80
+0.4% +$8.56K 0.09% 136
2026
Q1 		$1.94M Sell
18,239
-766
-4% -$82.4K 0.1% 132
2025
Q4 		$2.04M Buy
19,005
+1,154
+6% +$124K 0.1% 126
2025
Q3 		$1.9M Sell
17,851
-3,261
-15% -$341K 0.1% 126
2025
Q2 		$2.21M Sell
21,112
-4,001
-16% -$416K 0.12% 120
2025
Q1 		$2.65M Sell
25,113
-374
-1% -$39.8K 0.17% 113
2024
Q4 		$2.72M Sell
25,487
-50
-0.2% -$5.37K 0.17% 111
2024
Q3 		$2.77M Sell
25,537
-9
-0% -$970 0.18% 113
2024
Q2 		$2.72M Sell
25,546
-8,680
-25% -$924K 0.18% 106
2024
Q1 		$3.68M Buy
34,226
+36
+0.1% +$3.88K 0.25% 95
2023
Q4 		$3.71M Sell
34,190
-13,576
-28% -$1.42M 0.29% 91
2023
Q3 		$4.9M Sell
47,766
-646
-1% -$68.1K 0.38% 74
2023
Q2 		$5.17M Sell
48,412
-1,348
-3% -$144K 0.39% 73
2023
Q1 		$5.36M Buy
49,760
+284
+0.6% +$30.3K 0.43% 69
2022
Q4 		$5.22M Buy
49,476
+24,684
+100% +$2.57M 0.45% 67
2022
Q3 		$2.54M Hold
24,792
– – 0.24% 100
2022
Q2 		$2.64M Hold
24,792
– – 0.23% 99
2022
Q1 		$2.72M Buy
+24,792
New +$2.8M 0.2% 113
2021
Q4 		– Sell
-17,460
Closed -$2.03M – 268
2021
Q3 		$2.03M Buy
+17,460
New +$2.05M 0.16% 131

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $171B AUM 24.68% 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 $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lowe Brockenbrough & Co's MUB Position: Q2 2026 in Review

Lowe Brockenbrough & Co increased its iShares National Muni Bond ETF (MUB) stake by 0.44% in Q2 2026, buying an estimated $8.56K and bringing the position to 18,319 shares worth $1.97M. The position accounts for 0.09% of the portfolio, ranked #136.

Lowe Brockenbrough & Co first reported a position in MUB in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.36M in Q1 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Lowe Brockenbrough & Co held 18,319 shares of iShares National Muni Bond ETF worth $1.97M as of Q2 2026.
  • Lowe Brockenbrough & Co bought 80 iShares National Muni Bond ETF shares in Q2 2026, an estimated $8.56K.
  • iShares National Muni Bond ETF made up 0.09% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #136 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Lowe Brockenbrough & Co's iShares National Muni Bond ETF position peaked at $5.36M in Q1 2023.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.