Ehrlich Financial Group
MUB icon

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
Q3 		$809K Buy
8,005
+641
+9% +$67.3K 0.42% 49
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

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

Ehrlich Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 8.7% in Q3 2026, buying an estimated $67.3K and bringing the position to 8,005 shares worth $809K. The position accounts for 0.42% of the portfolio, ranked #49.

Ehrlich Financial Group first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $943K in Q4 2024. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Ehrlich Financial Group held 8,005 shares of iShares National Muni Bond ETF worth $809K as of Q3 2026.
  • Ehrlich Financial Group bought 641 iShares National Muni Bond ETF shares in Q3 2026, an estimated $67.3K.
  • iShares National Muni Bond ETF made up 0.42% of Ehrlich Financial Group's portfolio in Q3 2026, its #49 holding.
  • Ehrlich Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Ehrlich Financial Group's iShares National Muni Bond ETF position peaked at $943K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.