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 Q3	$914K	Buy	9,036 +67	+0.7%	+$7.03K	0.53%	37
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Cornerstone Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 0.75% in Q3 2026, buying an estimated $7.03K and bringing the position to 9,036 shares worth $914K. The position accounts for 0.53% of the portfolio, ranked #37.

Cornerstone Financial Group first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $965K in Q2 2026. 1,357 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Cornerstone Financial Group held 9,036 shares of iShares National Muni Bond ETF worth $914K as of Q3 2026.
Cornerstone Financial Group bought 67 iShares National Muni Bond ETF shares in Q3 2026, an estimated $7.03K.
iShares National Muni Bond ETF made up 0.53% of Cornerstone Financial Group's portfolio in Q3 2026, its #37 holding.
Cornerstone Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's iShares National Muni Bond ETF position peaked at $965K in Q2 2026.
1,357 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.