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

Ehrlich 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 		$793K Buy
7,364
+660
+10% +$70.6K 0.41% 55
2026
Q1 		$712K Sell
6,704
-96
-1% -$10.3K 0.41% 67
2025
Q4 		$728K Sell
6,800
-1,080
-14% -$116K 0.41% 53
2025
Q3 		$839K Sell
7,880
-597
-7% -$62.5K 0.5% 51
2025
Q2 		$886K Sell
8,477
-253
-3% -$26.3K 0.57% 47
2025
Q1 		$920K Sell
8,730
-117
-1% -$12.4K 0.67% 45
2024
Q4 		$943K Buy
8,847
+315
+4% +$33.8K 0.67% 35
2024
Q3 		$927K Buy
8,532
+967
+13% +$104K 0.66% 35
2024
Q2 		$806K Buy
7,565
+1,373
+22% +$146K 0.64% 35
2024
Q1 		$666K Buy
6,192
+3,409
+122% +$368K 0.56% 37
2023
Q4 		$302K Buy
+2,783
New +$291K 0.3% 70

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

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

Ehrlich Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 9.8% in Q2 2026, buying an estimated $70.6K and bringing the position to 7,364 shares worth $793K. The position accounts for 0.41% of the portfolio, ranked #55.

Ehrlich Financial Group first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $943K in Q4 2024. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Ehrlich Financial Group held 7,364 shares of iShares National Muni Bond ETF worth $793K as of Q2 2026.
  • Ehrlich Financial Group bought 660 iShares National Muni Bond ETF shares in Q2 2026, an estimated $70.6K.
  • iShares National Muni Bond ETF made up 0.41% of Ehrlich Financial Group's portfolio in Q2 2026, its #55 holding.
  • Ehrlich Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's iShares National Muni Bond ETF position peaked at $943K in Q4 2024.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.