Cyr Financial
MUB icon

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

Cyr Financial’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 		$1.27M Buy
12,594
+847
+7% +$88.9K 0.62% 33
2026
Q2 		$1.26M Buy
11,747
+745
+7% +$79.7K 0.66% 31
2026
Q1 		$1.17M Buy
11,002
+1,011
+10% +$109K 0.69% 28
2025
Q4 		$1.07M Buy
9,991
+367
+4% +$39.3K 0.67% 33
2025
Q3 		$1.02M Buy
9,624
+871
+10% +$91.2K 0.7% 29
2025
Q2 		$915K Buy
8,753
+91
+1% +$9.46K 0.71% 32
2025
Q1 		$913K Sell
8,662
-420
-5% -$44.7K 0.82% 19
2024
Q4 		$968K Buy
9,082
+537
+6% +$57.7K 0.88% 17
2024
Q3 		$928K Buy
8,545
+1,716
+25% +$185K 0.87% 16
2024
Q2 		$728K Buy
+6,829
New +$727K 0.73% 23

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Cyr Financial's MUB Position: Q3 2026 in Review

Cyr Financial increased its iShares National Muni Bond ETF (MUB) stake by 7.2% in Q3 2026, buying an estimated $88.9K and bringing the position to 12,594 shares worth $1.27M. The position accounts for 0.62% of the portfolio, ranked #33.

Cyr Financial first reported a position in MUB in Q2 2024 and has held it in 10 quarters since. 1,064 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Cyr Financial held 12,594 shares of iShares National Muni Bond ETF worth $1.27M as of Q3 2026.
  • Cyr Financial bought 847 iShares National Muni Bond ETF shares in Q3 2026, an estimated $88.9K.
  • iShares National Muni Bond ETF made up 0.62% of Cyr Financial's portfolio in Q3 2026, its #33 holding.
  • Cyr Financial first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • 1,064 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Cyr Financial's 13F filing for Q3 2026, filed 16 Oct 2026.