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

Cassilly 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 		$537K Sell
5,311
-1,666
-24% -$175K 0.36% 51
2026
Q2 		$751K Buy
6,977
+1,562
+29% +$167K 0.54% 36
2026
Q1 		$575K Buy
5,415
+644
+13% +$69.2K 0.5% 40
2025
Q4 		$511K Buy
+4,771
New +$511K 0.45% 40

Other funds holding MUB

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

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

Cassilly Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 24% in Q3 2026, selling an estimated $175K and leaving 5,311 shares worth $537K. The position accounts for 0.36% of the portfolio, ranked #51.

Cassilly Financial Group first reported a position in MUB in Q4 2025 and has held it in 4 quarters since. The position peaked at $751K in Q2 2026. 75 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Cassilly Financial Group held 5,311 shares of iShares National Muni Bond ETF worth $537K as of Q3 2026.
  • Cassilly Financial Group sold 1,666 iShares National Muni Bond ETF shares in Q3 2026, an estimated $175K.
  • iShares National Muni Bond ETF made up 0.36% of Cassilly Financial Group's portfolio in Q3 2026, its #51 holding.
  • Cassilly Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Cassilly Financial Group's iShares National Muni Bond ETF position peaked at $751K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.