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Black Diamond Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Black Diamond Financial’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 		$19.1M Buy
177,822
+9,306
+6% +$995K 1.69% 20
2026
Q1 		$17.9M Buy
168,516
+18,888
+13% +$2.03M 1.95% 16
2025
Q4 		$16M Buy
149,628
+474
+0.3% +$50.7K 1.69% 18
2025
Q3 		$15.9M Buy
149,154
+32,706
+28% +$3.42M 1.78% 15
2025
Q2 		$12.2M Sell
116,448
-23,382
-17% -$2.43M 1.89% 14
2025
Q1 		$14.7M Buy
139,830
+37,766
+37% +$4.02M 2.21% 14
2024
Q4 		$10.9M Buy
102,064
+37,731
+59% +$4.05M 1.63% 18
2024
Q3 		$7.23M Buy
64,333
+838
+1% +$90.3K 1.23% 24
2024
Q2 		$6.77M Buy
+63,495
New +$6.76M 1.31% 23

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

Black Diamond Financial's MUB Position: Q2 2026 in Review

Black Diamond Financial increased its iShares National Muni Bond ETF (MUB) stake by 5.5% in Q2 2026, buying an estimated $995K and bringing the position to 177,822 shares worth $19.1M. The position accounts for 1.69% of the portfolio, ranked #20.

Black Diamond Financial first reported a position in MUB in Q2 2024 and has held it in 9 quarters since. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Black Diamond Financial held 177,822 shares of iShares National Muni Bond ETF worth $19.1M as of Q2 2026.
  • Black Diamond Financial bought 9,306 iShares National Muni Bond ETF shares in Q2 2026, an estimated $995K.
  • iShares National Muni Bond ETF made up 1.69% of Black Diamond Financial's portfolio in Q2 2026, its #20 holding.
  • Black Diamond Financial first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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