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

Elevated 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 		– Sell
-3,472
Closed -$369K – 138
2026
Q1 		$369K Hold
3,472
– – 0.12% 95
2025
Q4 		$372K Buy
+3,472
New +$372K 0.13% 84

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

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

Elevated Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 3,472 shares — an estimated $369K sold.

Elevated Financial Group first reported a position in MUB in Q4 2025 and held it in 2 quarters. The position peaked at $372K in Q4 2025. 1,632 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Elevated Financial Group reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Elevated Financial Group sold 3,472 iShares National Muni Bond ETF shares in Q2 2026, an estimated $369K.
  • Elevated Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2025 and held it in 2 quarters.
  • Elevated Financial Group's iShares National Muni Bond ETF position peaked at $372K in Q4 2025.
  • 1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.