BFG
MUB icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Birch Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 10% in Q2 2026, buying an estimated $154K and bringing the position to 15,551 shares worth $1.67M. The position accounts for 0.86% of the portfolio, ranked #27.

Birch Financial Group first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Birch Financial Group held 15,551 shares of iShares National Muni Bond ETF worth $1.67M as of Q2 2026.
  • Birch Financial Group bought 1,444 iShares National Muni Bond ETF shares in Q2 2026, an estimated $154K.
  • iShares National Muni Bond ETF made up 0.86% of Birch Financial Group's portfolio in Q2 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 7 quarters since.
  • 1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.