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 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 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

Lowe Brockenbrough & Co's MUB Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its iShares National Muni Bond ETF (MUB) stake by 4% in Q1 2026, selling an estimated $82.4K and leaving 18,239 shares worth $1.94M. The position accounts for 0.1% of the portfolio, ranked #132.

Lowe Brockenbrough & Co first reported a position in MUB in Q3 2021 and has held it in 18 quarters since. The position peaked at $5.36M in Q1 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Lowe Brockenbrough & Co held 18,239 shares of iShares National Muni Bond ETF worth $1.94M as of Q1 2026.
Lowe Brockenbrough & Co sold 766 iShares National Muni Bond ETF shares in Q1 2026, an estimated $82.4K.
iShares National Muni Bond ETF made up 0.1% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #132 holding.
Lowe Brockenbrough & Co first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 18 quarters since.
Lowe Brockenbrough & Co's iShares National Muni Bond ETF position peaked at $5.36M in Q1 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.