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Financial Freedom LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Financial Freedom LLC’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
-192
Closed -$20.4K – 290
2026
Q1 		$20.4K Sell
192
-1,770
-90% -$190K 0.01% 232
2025
Q4 		$210K Buy
1,962
+3
+0.2% +$321 0.1% 103
2025
Q3 		$209K Sell
1,959
-2,969
-60% -$311K 0.1% 102
2025
Q2 		$515K Sell
4,928
-965
-16% -$100K 0.28% 61
2025
Q1 		$621K Sell
5,893
-2,639
-31% -$281K 0.36% 51
2024
Q4 		$909K Sell
8,532
-174
-2% -$18.7K 0.48% 39
2024
Q3 		$946K Sell
8,706
-64
-0.7% -$6.9K 0.5% 39
2024
Q2 		$934K Buy
8,770
+10
+0.1% +$1.06K 0.53% 39
2024
Q1 		$943K Buy
8,760
+7
+0.1% +$755 0.56% 36
2023
Q4 		$949K Buy
8,753
+14
+0.2% +$1.46K 0.6% 39
2023
Q3 		$896K Sell
8,739
-507
-5% -$53.5K 0.64% 32
2023
Q2 		$987K Buy
9,246
+9
+0.1% +$962 0.69% 29
2023
Q1 		$995K Buy
9,237
+4,747
+106% +$507K 0.72% 28
2022
Q4 		$474K Buy
+4,490
New +$468K 0.32% 48

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

Financial Freedom LLC's MUB Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 192 shares — an estimated $20.4K sold.

Financial Freedom LLC first reported a position in MUB in Q4 2022 and held it in 14 quarters. The position peaked at $995K in Q1 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Financial Freedom LLC reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 192 iShares National Muni Bond ETF shares in Q2 2026, an estimated $20.4K.
  • Financial Freedom LLC first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's iShares National Muni Bond ETF position peaked at $995K in Q1 2023.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.