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

Cooper 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 		$293K Sell
2,719
-959
-26% -$103K 0.02% 344
2026
Q1 		$390K Buy
3,678
+63
+2% +$6.77K 0.04% 282
2025
Q4 		$387K Buy
3,615
+9
+0.2% +$964 0.04% 268
2025
Q3 		$384K Buy
+3,606
New +$377K 0.04% 265
2025
Q1 		– Sell
-2,734
Closed -$291K – 397
2024
Q4 		$291K Sell
2,734
-690
-20% -$74.1K 0.04% 316
2024
Q3 		$372K Sell
3,424
-561
-14% -$60.5K 0.05% 280
2024
Q2 		$425K Sell
3,985
-2,055
-34% -$219K 0.06% 242
2024
Q1 		$650K Hold
6,040
– – 0.11% 175
2023
Q4 		$655K Sell
6,040
-1,290
-18% -$135K 0.12% 165
2023
Q3 		$752K Buy
7,330
+350
+5% +$36.9K 0.18% 127
2023
Q2 		$745K Sell
6,980
-1,000
-13% -$107K 0.18% 129
2023
Q1 		$860K Buy
7,980
+2,440
+44% +$261K 0.23% 103
2022
Q4 		$585K Buy
+5,540
New +$577K 0.18% 129
2022
Q1 		– Sell
-7,095
Closed -$825K – 267
2021
Q4 		$825K Sell
7,095
-5,810
-45% -$675K 0.31% 83
2021
Q3 		$1.5M Buy
12,905
+75
+0.6% +$8.79K 0.31% 54
2021
Q2 		$1.5M Buy
12,830
+4,416
+52% +$516K 0.31% 51
2021
Q1 		$976K Buy
8,414
+1,954
+30% +$228K 0.22% 66
2020
Q4 		$757K Buy
+6,460
New +$750K 0.15% 112

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

Cooper Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 26% in Q2 2026, selling an estimated $103K and leaving 2,719 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #344.

Cooper Financial Group first reported a position in MUB in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.5M in Q2 2021. 306 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cooper Financial Group held 2,719 shares of iShares National Muni Bond ETF worth $293K as of Q2 2026.
  • Cooper Financial Group sold 959 iShares National Muni Bond ETF shares in Q2 2026, an estimated $103K.
  • iShares National Muni Bond ETF made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #344 holding.
  • Cooper Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Cooper Financial Group's iShares National Muni Bond ETF position peaked at $1.5M in Q2 2021.
  • 306 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.