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

Erickson 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 		$465K Hold
4,322
– – 0.25% 18
2026
Q1 		$459K Sell
4,322
-46
-1% -$4.95K 0.29% 18
2025
Q4 		$468K Buy
4,368
+1,110
+34% +$119K 0.29% 18
2025
Q3 		$347K Hold
3,258
– – 0.22% 21
2025
Q2 		$340K Buy
3,258
+574
+21% +$59.7K 0.23% 20
2025
Q1 		$283K Hold
2,684
– – 0.21% 21
2024
Q4 		$286K Sell
2,684
-958
-26% -$103K 0.2% 21
2024
Q3 		$396K Sell
3,642
-212
-6% -$22.8K 0.28% 19
2024
Q2 		$411K Sell
3,854
-209
-5% -$22.3K 0.31% 18
2024
Q1 		$437K Sell
4,063
-399
-9% -$43.1K 0.34% 18
2023
Q4 		$484K Sell
4,462
-24
-0.5% -$2.51K 0.4% 15
2023
Q3 		$460K Sell
4,486
-27
-0.6% -$2.85K 0.43% 16
2023
Q2 		$482K Sell
4,513
-230
-5% -$24.6K 0.44% 16
2023
Q1 		$511K Sell
4,743
-670
-12% -$71.6K 0.51% 16
2022
Q4 		$571K Sell
5,413
-2,751
-34% -$287K 0.62% 16
2022
Q3 		$837K Sell
8,164
-219
-3% -$23.3K 0.93% 17
2022
Q2 		$892K Buy
8,383
+1,320
+19% +$141K 0.96% 16
2022
Q1 		$774K Sell
7,063
-1,065
-13% -$120K 0.7% 16
2021
Q4 		$945K Buy
+8,128
New +$944K 0.81% 16

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

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

Erickson Financial Group held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 4,322 shares worth $465K. The position accounts for 0.25% of the portfolio, ranked #18.

Erickson Financial Group first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $945K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Erickson Financial Group held 4,322 shares of iShares National Muni Bond ETF worth $465K as of Q2 2026.
  • Erickson Financial Group left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.25% of Erickson Financial Group's portfolio in Q2 2026, its #18 holding.
  • Erickson Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Erickson Financial Group's iShares National Muni Bond ETF position peaked at $945K in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Erickson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.