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

Beacon 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 		$528K Buy
4,909
+7
+0.1% +$749 0.05% 237
2026
Q1 		$520K Sell
4,902
-49
-1% -$5.27K 0.05% 230
2025
Q4 		$530K Buy
4,951
+28
+0.6% +$3K 0.05% 227
2025
Q3 		$524K Sell
4,923
-374
-7% -$39.1K 0.05% 227
2025
Q2 		$553K Buy
5,297
+348
+7% +$36.2K 0.06% 219
2025
Q1 		$522K Sell
4,949
-162
-3% -$17.2K 0.06% 217
2024
Q4 		$545K Buy
5,111
+1,239
+32% +$133K 0.06% 215
2024
Q3 		$421K Buy
3,872
+171
+5% +$18.4K 0.05% 232
2024
Q2 		$394K Sell
3,701
-622
-14% -$66.2K 0.04% 232
2024
Q1 		$465K Buy
4,323
+1,587
+58% +$171K 0.05% 225
2023
Q4 		$297K Buy
+2,736
New +$286K 0.04% 263

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

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

Beacon Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 0.14% in Q2 2026, buying an estimated $749 and bringing the position to 4,909 shares worth $528K. The position accounts for 0.05% of the portfolio, ranked #237.

Beacon Financial Group first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $553K in Q2 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Beacon Financial Group held 4,909 shares of iShares National Muni Bond ETF worth $528K as of Q2 2026.
  • Beacon Financial Group bought 7 iShares National Muni Bond ETF shares in Q2 2026, an estimated $749.
  • iShares National Muni Bond ETF made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #237 holding.
  • Beacon Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Beacon Financial Group's iShares National Muni Bond ETF position peaked at $553K in Q2 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.