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

Bouchey 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 		$459K Hold
4,263
– – 0.03% 110
2026
Q1 		$456K Hold
4,263
– – 0.03% 101
2025
Q4 		$457K Buy
+4,263
New +$456K 0.03% 92
2022
Q1 		– Sell
-59,671
Closed -$6.94M – 106
2021
Q4 		$6.94M Buy
59,671
+1,540
+3% +$179K 0.93% 24
2021
Q3 		$6.75M Buy
58,131
+2,843
+5% +$333K 0.94% 24
2021
Q2 		$6.48M Buy
55,288
+3,029
+6% +$354K 1.03% 17
2021
Q1 		$6.07M Buy
52,259
+3,590
+7% +$419K 0.98% 19
2020
Q4 		$5.7M Buy
48,669
+1,664
+4% +$193K 0.98% 20
2020
Q3 		$5.45M Buy
47,005
+3,013
+7% +$350K 1.06% 21
2020
Q2 		$5.08M Buy
+43,992
New +$4.99M 1.07% 19
2018
Q4 		– Sell
-1,940
Closed -$209K – 75
2018
Q3 		$209K Sell
1,940
-75
-4% -$8.15K 0.05% 72
2018
Q2 		$220K Sell
2,015
-1,140
-36% -$124K 0.06% 62
2018
Q1 		$344K Sell
3,155
-750
-19% -$81.8K 0.1% 50
2017
Q4 		$432K Sell
3,905
-100
-2% -$11.1K 0.13% 52
2017
Q3 		$444K Sell
4,005
-100
-2% -$11.1K 0.14% 45
2017
Q2 		$452K Sell
4,105
-100
-2% -$11K 0.14% 44
2017
Q1 		$458K Sell
4,205
-2,295
-35% -$249K 0.16% 42
2016
Q4 		$703K Sell
6,500
-18,415
-74% -$2.02M 0.29% 36
2016
Q3 		$2.81M Buy
24,915
+6,805
+38% +$771K 1.1% 26
2016
Q2 		$2.06M Buy
18,110
+6,115
+51% +$688K 0.83% 29
2016
Q1 		$1.34M Buy
11,995
+200
+2% +$22.3K 0.57% 32
2015
Q4 		$1.31M Buy
11,795
+9,770
+482% +$1.07M 0.56% 32
2015
Q3 		$222K Buy
2,025
+140
+7% +$15.2K 0.11% 52
2015
Q2 		$204K Buy
+1,885
New +$205K 0.09% 64

Other funds holding MUB

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

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

Bouchey Financial Group held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 4,263 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #110.

Bouchey Financial Group first reported a position in MUB in Q2 2015 and has held it in 24 quarters since. The position peaked at $6.94M in Q4 2021. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Bouchey Financial Group held 4,263 shares of iShares National Muni Bond ETF worth $459K as of Q2 2026.
  • Bouchey Financial Group left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.03% of Bouchey Financial Group's portfolio in Q2 2026, its #110 holding.
  • Bouchey Financial Group first reported a position in iShares National Muni Bond ETF in Q2 2015 and has held it in 24 quarters since.
  • Bouchey Financial Group's iShares National Muni Bond ETF position peaked at $6.94M in Q4 2021.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.