Romano Brothers & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Romano Brothers & 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	$802K	Sell	7,450 -16	-0.2%	-$1.71K	0.08%	193
2026 Q1	$793K	Hold	7,466	–	–	0.09%	189
2025 Q4	$800K	Sell	7,466 -1,800	-19%	-$193K	0.09%	187
2025 Q3	$987K	Hold	9,266	–	–	0.11%	168
2025 Q2	$968K	Buy	9,266 +16	+0.2%	+$1.66K	0.12%	164
2025 Q1	$975K	Sell	9,250 -500	-5%	-$53.2K	0.13%	164
2024 Q4	$1.04M	Hold	9,750	–	–	0.13%	154
2024 Q3	$1.06M	Hold	9,750	–	–	0.13%	156
2024 Q2	$1.04M	Hold	9,750	–	–	0.14%	148
2024 Q1	$1.05M	Sell	9,750 -16	-0.2%	-$1.73K	0.14%	149
2023 Q4	$1.06M	Sell	9,766 -859	-8%	-$89.8K	0.16%	144
2023 Q3	$1.09M	Sell	10,625 -200	-2%	-$21.1K	0.17%	143
2023 Q2	$1.16M	Sell	10,825 -400	-4%	-$42.8K	0.17%	141
2023 Q1	$1.21M	Sell	11,225 -129	-1%	-$13.8K	0.19%	130
2022 Q4	$1.2M	Sell	11,354 -241	-2%	-$25.1K	0.18%	129
2022 Q3	$1.19M	Buy	+11,595	New	+$1.23M	0.19%	124

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

Romano Brothers & Co's MUB Position: Q2 2026 in Review

Romano Brothers & Co reduced its iShares National Muni Bond ETF (MUB) stake by 0.21% in Q2 2026, selling an estimated $1.71K and leaving 7,450 shares worth $802K. The position accounts for 0.08% of the portfolio, ranked #193.

Romano Brothers & Co first reported a position in MUB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q1 2023. 1,639 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Romano Brothers & Co held 7,450 shares of iShares National Muni Bond ETF worth $802K as of Q2 2026.
Romano Brothers & Co sold 16 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.71K.
iShares National Muni Bond ETF made up 0.08% of Romano Brothers & Co's portfolio in Q2 2026, its #193 holding.
Romano Brothers & Co first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's iShares National Muni Bond ETF position peaked at $1.21M in Q1 2023.
1,639 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.