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

Cornerstone 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 		$965K Buy
8,969
+165
+2% +$17.6K 0.59% 35
2026
Q1 		$940K Sell
8,804
-32
-0.4% -$3.44K 0.6% 34
2025
Q4 		$946K Buy
8,836
+1,793
+25% +$192K 0.66% 34
2025
Q3 		$750K Buy
7,043
+516
+8% +$54K 0.58% 40
2025
Q2 		$682K Buy
6,527
+11
+0.2% +$1.14K 0.58% 40
2025
Q1 		$679K Buy
6,516
+587
+10% +$62.4K 0.61% 39
2024
Q4 		$632K Buy
+5,929
New +$637K 0.62% 40

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Cornerstone Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 1.9% in Q2 2026, buying an estimated $17.6K and bringing the position to 8,969 shares worth $965K. The position accounts for 0.59% of the portfolio, ranked #35.

Cornerstone Financial Group first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,342 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cornerstone Financial Group held 8,969 shares of iShares National Muni Bond ETF worth $965K as of Q2 2026.
  • Cornerstone Financial Group bought 165 iShares National Muni Bond ETF shares in Q2 2026, an estimated $17.6K.
  • iShares National Muni Bond ETF made up 0.59% of Cornerstone Financial Group's portfolio in Q2 2026, its #35 holding.
  • Cornerstone Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,342 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.