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Morton Brown Family Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Morton Brown Family Wealth’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 		$21.8M Buy
202,817
+27,462
+16% +$2.94M 4.95% 6
2026
Q1 		$18.6M Buy
175,355
+4,124
+2% +$443K 4.92% 6
2025
Q4 		$18.3M Buy
171,231
+17,341
+11% +$1.86M 4.99% 6
2025
Q3 		$16.4M Sell
153,890
-23,200
-13% -$2.43M 4.7% 6
2025
Q2 		$18.5M Sell
177,090
-34,582
-16% -$3.6M 5.63% 6
2025
Q1 		$22.3M Buy
211,672
+11,748
+6% +$1.25M 7.59% 4
2024
Q4 		$21.3M Buy
199,924
+12,513
+7% +$1.34M 7.42% 3
2024
Q3 		$20.4M Buy
187,411
+11,839
+7% +$1.28M 7.24% 4
2024
Q2 		$18.8M Sell
175,572
-11,597
-6% -$1.24M 7.44% 4
2024
Q1 		$20.1M Buy
187,169
+25,305
+16% +$2.73M 8.31% 3
2023
Q4 		$17.5M Buy
161,864
+30,854
+24% +$3.22M 7.69% 3
2023
Q3 		$13.4M Buy
131,010
+11,130
+9% +$1.17M 6.87% 4
2023
Q2 		$12.8M Buy
119,880
+770
+0.6% +$82.3K 6.83% 3
2023
Q1 		$12.8M Buy
119,110
+637
+0.5% +$68.1K 7.65% 2
2022
Q4 		$12.5M Buy
118,473
+8,150
+7% +$849K 8.52% 2
2022
Q3 		$11.3M Sell
110,323
-8,419
-7% -$895K 9.02% 2
2022
Q2 		$12.6M Buy
118,742
+76,838
+183% +$8.2M 9.78% 2
2022
Q1 		$4.59M Buy
41,904
+36,090
+621% +$4.07M 3.47% 9
2021
Q4 		$676K Buy
+5,814
New +$675K 0.52% 28

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Morton Brown Family Wealth's MUB Position: Q2 2026 in Review

Morton Brown Family Wealth increased its iShares National Muni Bond ETF (MUB) stake by 16% in Q2 2026, buying an estimated $2.94M and bringing the position to 202,817 shares worth $21.8M. The position accounts for 4.95% of the portfolio, ranked #6.

Morton Brown Family Wealth first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.3M in Q1 2025. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Morton Brown Family Wealth held 202,817 shares of iShares National Muni Bond ETF worth $21.8M as of Q2 2026.
  • Morton Brown Family Wealth bought 27,462 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.94M.
  • iShares National Muni Bond ETF made up 4.95% of Morton Brown Family Wealth's portfolio in Q2 2026, its #6 holding.
  • Morton Brown Family Wealth first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's iShares National Muni Bond ETF position peaked at $22.3M in Q1 2025.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.