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BFSG LLC’s iShares National Muni Bond ETF MUB Stock Holding History

BFSG LLC’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 		$43.8K Sell
407
-22
-5% -$2.35K ﹤0.01% 448
2026
Q1 		$45.5K Buy
429
+44
+11% +$4.73K ﹤0.01% 426
2025
Q4 		$41.2K Buy
385
+285
+285% +$30.5K ﹤0.01% 421
2025
Q3 		$10.6K Hold
100
– – ﹤0.01% 535
2025
Q2 		$10.4K Hold
100
– – ﹤0.01% 506
2025
Q1 		$10.5K Hold
100
– – ﹤0.01% 496
2024
Q4 		$10.7K Sell
100
-1,289
-93% -$138K ﹤0.01% 499
2024
Q3 		$151K Buy
1,389
+1,189
+595% +$128K 0.02% 276
2024
Q2 		$21.3K Sell
200
-75
-27% -$7.99K ﹤0.01% 420
2024
Q1 		$29.6K Hold
275
– – ﹤0.01% 414
2023
Q4 		$29.8K Buy
+275
New +$28.7K ﹤0.01% 392
2018
Q4 		– Sell
-4,714
Closed -$509K – 119
2018
Q3 		$509K Hold
4,714
– – 0.21% 90
2018
Q2 		$514K Hold
4,714
– – 0.23% 79
2018
Q1 		$513K Buy
4,714
+200
+4% +$21.8K 0.23% 79
2017
Q4 		$500K Sell
4,514
-1,651
-27% -$183K 0.21% 82
2017
Q3 		$684K Hold
6,165
– – 0.31% 73
2017
Q2 		$679K Sell
6,165
-490
-7% -$53.9K 0.33% 71
2017
Q1 		$725K Buy
+6,655
New +$721K 0.36% 73

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

BFSG LLC's MUB Position: Q2 2026 in Review

BFSG LLC reduced its iShares National Muni Bond ETF (MUB) stake by 5.1% in Q2 2026, selling an estimated $2.35K and leaving 407 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

BFSG LLC first reported a position in MUB in Q1 2017 and has held it in 18 quarters since. The position peaked at $725K in Q1 2017. 390 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • BFSG LLC held 407 shares of iShares National Muni Bond ETF worth $43.8K as of Q2 2026.
  • BFSG LLC sold 22 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.35K.
  • iShares National Muni Bond ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #448 holding.
  • BFSG LLC first reported a position in iShares National Muni Bond ETF in Q1 2017 and has held it in 18 quarters since.
  • BFSG LLC's iShares National Muni Bond ETF position peaked at $725K in Q1 2017.
  • 390 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.