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

Ethos 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 		$3.66M Buy
34,367
+3,826
+13% +$409K 0.24% 92
2026
Q1 		$3.24M Buy
30,541
+5,300
+21% +$570K 0.24% 95
2025
Q4 		$2.7M Sell
25,241
-52
-0.2% -$5.57K 0.2% 110
2025
Q3 		$2.69M Buy
25,293
+4,722
+23% +$494K 0.21% 100
2025
Q2 		$2.15M Buy
20,571
+1,155
+6% +$120K 0.18% 116
2025
Q1 		$2.06M Sell
19,416
-106
-0.5% -$11.3K 0.2% 111
2024
Q4 		$2.08M Buy
19,522
+15,229
+355% +$1.64M 0.27% 73
2024
Q3 		$466K Hold
4,293
– – 0.08% 141
2024
Q2 		$457K Buy
4,293
+448
+12% +$47.7K 0.08% 146
2024
Q1 		$414K Hold
3,845
– – 0.08% 168
2023
Q4 		$417K Buy
+3,845
New +$402K 0.09% 157

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

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

Ethos Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 13% in Q2 2026, buying an estimated $409K and bringing the position to 34,367 shares worth $3.66M. The position accounts for 0.24% of the portfolio, ranked #92.

Ethos Financial Group first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Ethos Financial Group held 34,367 shares of iShares National Muni Bond ETF worth $3.66M as of Q2 2026.
  • Ethos Financial Group bought 3,826 iShares National Muni Bond ETF shares in Q2 2026, an estimated $409K.
  • iShares National Muni Bond ETF made up 0.24% of Ethos Financial Group's portfolio in Q2 2026, its #92 holding.
  • Ethos Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.