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Financial Management Professionals’s iShares National Muni Bond ETF MUB Stock Holding History

Financial Management Professionals’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 		$4.18K Buy
+39
New +$4.17K ﹤0.01% 714
2023
Q1 		– Sell
-6,286
Closed -$663K – 1091
2022
Q4 		$663K Buy
+6,286
New +$655K 0.14% 50
2022
Q3 		– Sell
-100
Closed -$11K – 1041
2022
Q2 		$11K Buy
+100
New +$10.7K ﹤0.01% 486

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 Management Professionals's MUB Position: Q2 2026 in Review

Financial Management Professionals opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 39 shares worth $4.18K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in MUB as recently as Q4 2022.

Financial Management Professionals first reported a position in MUB in Q2 2022 and has held it in 3 quarters since. The position peaked at $663K in Q4 2022. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Financial Management Professionals held 39 shares of iShares National Muni Bond ETF worth $4.18K as of Q2 2026.
  • iShares National Muni Bond ETF was a new Financial Management Professionals position in Q2 2026.
  • iShares National Muni Bond ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #714 holding.
  • Financial Management Professionals first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • Financial Management Professionals's iShares National Muni Bond ETF position peaked at $663K in Q4 2022.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.