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

Columbia River 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	$677K	Sell	6,298 -486	-7%	-$52K	0.36%	37
2026 Q1	$720K	Buy	6,784 +484	+8%	+$52K	0.42%	37
2025 Q4	$674K	Buy	6,300 +115	+2%	+$12.3K	0.41%	35
2025 Q3	$663K	Buy	6,185 +26	+0.4%	+$2.72K	0.41%	35
2025 Q2	$641K	Sell	6,159 -362	-6%	-$37.6K	0.41%	33
2025 Q1	$687K	Buy	6,521 +140	+2%	+$14.9K	0.46%	35
2024 Q4	$679K	Buy	+6,381	New	+$686K	0.47%	33

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Columbia River Financial Group's MUB Position: Q2 2026 in Review

Columbia River Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 7.2% in Q2 2026, selling an estimated $52K and leaving 6,298 shares worth $677K. The position accounts for 0.36% of the portfolio, ranked #37.

Columbia River Financial Group first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $720K in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Columbia River Financial Group held 6,298 shares of iShares National Muni Bond ETF worth $677K as of Q2 2026.
Columbia River Financial Group sold 486 iShares National Muni Bond ETF shares in Q2 2026, an estimated $52K.
iShares National Muni Bond ETF made up 0.36% of Columbia River Financial Group's portfolio in Q2 2026, its #37 holding.
Columbia River Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Columbia River Financial Group's iShares National Muni Bond ETF position peaked at $720K in Q1 2026.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.