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

Atomi 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 		$11.3M Sell
104,620
-28,737
-22% -$3.07M 0.29% 69
2026
Q1 		$14.2M Buy
133,357
+73,240
+122% +$7.87M 0.43% 49
2025
Q4 		$6.44M Buy
60,117
+8,365
+16% +$896K 0.19% 92
2025
Q3 		$5.51M Buy
51,752
+14,490
+39% +$1.52M 0.18% 100
2025
Q2 		$3.89M Buy
37,262
+10,874
+41% +$1.13M 0.15% 109
2025
Q1 		$2.78M Sell
26,388
-29,815
-53% -$3.17M 0.13% 130
2024
Q4 		$5.99M Buy
56,203
+49,486
+737% +$5.32M 0.3% 67
2024
Q3 		$730K Buy
6,717
+1,722
+34% +$186K 0.05% 322
2024
Q2 		$532K Sell
4,995
-532
-10% -$56.7K 0.04% 374
2024
Q1 		$595K Buy
5,527
+40
+0.7% +$4.32K 0.05% 294
2023
Q4 		$595K Buy
+5,487
New +$573K 0.08% 228

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

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

Atomi Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 22% in Q2 2026, selling an estimated $3.07M and leaving 104,620 shares worth $11.3M. The position accounts for 0.29% of the portfolio, ranked #69.

Atomi Financial Group first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.2M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Atomi Financial Group held 104,620 shares of iShares National Muni Bond ETF worth $11.3M as of Q2 2026.
  • Atomi Financial Group sold 28,737 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.07M.
  • iShares National Muni Bond ETF made up 0.29% of Atomi Financial Group's portfolio in Q2 2026, its #69 holding.
  • Atomi Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's iShares National Muni Bond ETF position peaked at $14.2M in Q1 2026.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.