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

Birch 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
Q3 		$1.62M Buy
16,013
+462
+3% +$48.5K 0.76% 27
2026
Q2 		$1.67M Buy
15,551
+1,444
+10% +$154K 0.86% 27
2026
Q1 		$1.5M Sell
14,107
-138
-1% -$14.8K 0.87% 26
2025
Q4 		$1.53M Buy
14,245
+414
+3% +$44.3K 0.87% 26
2025
Q3 		$1.47M Buy
13,831
+2,049
+17% +$214K 0.87% 27
2025
Q2 		$1.23M Buy
11,782
+3,340
+40% +$347K 0.98% 23
2025
Q1 		$890K Buy
8,442
+4,919
+140% +$523K 0.79% 27
2024
Q4 		$375K Buy
+3,523
New +$379K 0.42% 52

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Birch Financial Group's MUB Position: Q3 2026 in Review

Birch Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 3% in Q3 2026, buying an estimated $48.5K and bringing the position to 16,013 shares worth $1.62M. The position accounts for 0.76% of the portfolio, ranked #27.

Birch Financial Group first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q2 2026. 1,160 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Birch Financial Group held 16,013 shares of iShares National Muni Bond ETF worth $1.62M as of Q3 2026.
  • Birch Financial Group bought 462 iShares National Muni Bond ETF shares in Q3 2026, an estimated $48.5K.
  • iShares National Muni Bond ETF made up 0.76% of Birch Financial Group's portfolio in Q3 2026, its #27 holding.
  • Birch Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Birch Financial Group's iShares National Muni Bond ETF position peaked at $1.67M in Q2 2026.
  • 1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.