Altiora Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Altiora Financial Group’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	$764K	Buy	7,103 +19	+0.3%	+$2.03K	0.12%	62
2026 Q1	$752K	Buy	7,084 +13	+0.2%	+$1.4K	0.12%	61
2025 Q4	$757K	Buy	7,071 +25	+0.4%	+$2.68K	0.13%	58
2025 Q3	$750K	Buy	7,046 +18	+0.3%	+$1.88K	0.14%	52
2025 Q2	$734K	Buy	7,028 +350	+5%	+$36.4K	0.14%	55
2025 Q1	$704K	Hold	6,678	–	–	0.15%	54
2024 Q4	$712K	Hold	6,678	–	–	0.15%	56
2024 Q3	$725K	Buy	6,678 +1,050	+19%	+$113K	0.16%	56
2024 Q2	$600K	Hold	5,628	–	–	0.14%	57
2024 Q1	$606K	Hold	5,628	–	–	0.16%	49
2023 Q4	$610K	Buy	5,628 +828	+17%	+$86.5K	0.18%	48
2023 Q3	$492K	Hold	4,800	–	–	0.23%	37
2023 Q2	$512K	Hold	4,800	–	–	0.23%	40
2023 Q1	$517K	Hold	4,800	–	–	0.24%	38
2022 Q4	$506K	Buy	+4,800	New	+$500K	0.25%	34

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

Altiora Financial Group's MUB Position: Q2 2026 in Review

Altiora Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 0.27% in Q2 2026, buying an estimated $2.03K and bringing the position to 7,103 shares worth $764K. The position accounts for 0.12% of the portfolio, ranked #62.

Altiora Financial Group first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Altiora Financial Group held 7,103 shares of iShares National Muni Bond ETF worth $764K as of Q2 2026.
Altiora Financial Group bought 19 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.03K.
iShares National Muni Bond ETF made up 0.12% of Altiora Financial Group's portfolio in Q2 2026, its #62 holding.
Altiora Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.