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

Berger 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	$319K	Buy	2,968 +2	+0.1%	+$214	0.02%	372
2026 Q1	$315K	Buy	2,966 +17	+0.6%	+$1.83K	0.02%	366
2025 Q4	$316K	Sell	2,949 -842	-22%	-$90.1K	0.02%	364
2025 Q3	$404K	Buy	3,791 +3	+0.1%	+$314	0.02%	309
2025 Q2	$396K	Buy	3,788 +3	+0.1%	+$312	0.03%	297
2025 Q1	$399K	Buy	3,785 +18	+0.5%	+$1.91K	0.03%	291
2024 Q4	$401K	Buy	3,767 +571	+18%	+$61.3K	0.03%	284
2024 Q3	$347K	Buy	+3,196	New	+$344K	0.03%	278

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

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

Berger Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 0.07% in Q2 2026, buying an estimated $214 and bringing the position to 2,968 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #372.

Berger Financial Group first reported a position in MUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $404K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Berger Financial Group held 2,968 shares of iShares National Muni Bond ETF worth $319K as of Q2 2026.
Berger Financial Group bought 2 iShares National Muni Bond ETF shares in Q2 2026, an estimated $214.
iShares National Muni Bond ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #372 holding.
Berger Financial Group first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Berger Financial Group's iShares National Muni Bond ETF position peaked at $404K in Q3 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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