CF
MUB icon

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

Centaurus 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 		$373K Buy
3,466
+2,314
+201% +$247K 0.01% 667
2026
Q1 		$122K Buy
+1,152
New +$124K 0.01% 973
2025
Q1 		– Sell
-996
Closed -$106K – 917
2024
Q4 		$106K Buy
+996
New +$107K 0.01% 848
2023
Q4 		– Sell
-1,358
Closed -$139K – 805
2023
Q3 		$139K Buy
1,358
+373
+38% +$39.3K 0.01% 652
2023
Q2 		$105K Sell
985
-4,993
-84% -$534K 0.01% 713
2023
Q1 		$644K Buy
5,978
+796
+15% +$85.1K 0.05% 332
2022
Q4 		$547K Sell
5,182
-2,994
-37% -$312K 0.05% 344
2022
Q3 		$839K Buy
8,176
+208
+3% +$22.1K 0.08% 267
2022
Q2 		$847K Buy
7,968
+2,169
+37% +$231K 0.08% 267
2022
Q1 		$636K Sell
5,799
-3,274
-36% -$369K 0.05% 366
2021
Q4 		$1.05M Sell
9,073
-125
-1% -$14.5K 0.08% 268
2021
Q3 		$1.07M Buy
9,198
+2,238
+32% +$262K 0.09% 259
2021
Q2 		$816K Buy
6,960
+444
+7% +$51.9K 0.07% 317
2021
Q1 		$756K Sell
6,516
-1,364
-17% -$159K 0.07% 288
2020
Q4 		$924K Buy
7,880
+2,135
+37% +$248K 0.1% 246
2020
Q3 		$666K Buy
5,745
+4,719
+460% +$548K 0.09% 236
2020
Q2 		$118K Sell
1,026
-697
-40% -$79.1K 0.02% 552
2020
Q1 		$195K Buy
1,723
+736
+75% +$84K 0.04% 345
2019
Q4 		$112K Buy
+987
New +$112K 0.02% 585
2019
Q2 		– Sell
-5,094
Closed -$566K – 620
2019
Q1 		$566K Buy
+5,094
New +$559K 0.1% 230
2018
Q3 		– Sell
-527
Closed -$57K – 1472
2018
Q2 		$57K Buy
+527
New +$57.2K 0.01% 895

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

Centaurus Financial's MUB Position: Q2 2026 in Review

Centaurus Financial increased its iShares National Muni Bond ETF (MUB) stake by 201% in Q2 2026, buying an estimated $247K and bringing the position to 3,466 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #667.

Centaurus Financial first reported a position in MUB in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.07M in Q3 2021. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Centaurus Financial held 3,466 shares of iShares National Muni Bond ETF worth $373K as of Q2 2026.
  • Centaurus Financial bought 2,314 iShares National Muni Bond ETF shares in Q2 2026, an estimated $247K.
  • iShares National Muni Bond ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #667 holding.
  • Centaurus Financial first reported a position in iShares National Muni Bond ETF in Q2 2018 and has held it in 21 quarters since.
  • Centaurus Financial's iShares National Muni Bond ETF position peaked at $1.07M in Q3 2021.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.