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CVFG LLC’s iShares National Muni Bond ETF MUB Stock Holding History

CVFG LLC’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 		$281K Hold
2,611
– – 0.03% 220
2026
Q1 		$277K Buy
+2,611
New +$281K 0.03% 211

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

CVFG LLC's MUB Position: Q2 2026 in Review

CVFG LLC held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,611 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #220.

CVFG LLC first reported a position in MUB in Q1 2026 and has held it in 2 quarters since. 1,632 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • CVFG LLC held 2,611 shares of iShares National Muni Bond ETF worth $281K as of Q2 2026.
  • CVFG LLC left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.03% of CVFG LLC's portfolio in Q2 2026, its #220 holding.
  • CVFG LLC first reported a position in iShares National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.