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

Financial Strategies 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 		$2.65M Buy
24,972
+854
+4% +$91.3K 0.42% 38
2026
Q1 		$2.59M Sell
24,118
-495
-2% -$53.2K 0.43% 39
2025
Q4 		$2.64M Buy
24,613
+585
+2% +$62.6K 0.48% 37
2025
Q3 		$2.57M Buy
24,028
+355
+1% +$37.2K 0.49% 37
2025
Q2 		$2.46M Buy
23,673
+4,233
+22% +$440K 0.51% 35
2025
Q1 		$2.01M Buy
19,440
+844
+5% +$89.8K 0.48% 36
2024
Q4 		$1.96M Buy
18,596
+653
+4% +$70.2K 0.47% 35
2024
Q3 		$1.93M Buy
17,943
+5,745
+47% +$619K 0.45% 36
2024
Q2 		$1.3M Sell
12,198
-79
-0.6% -$8.41K 0.33% 39
2024
Q1 		$1.31M Buy
12,277
+1,137
+10% +$123K 0.35% 37
2023
Q4 		$1.2M Buy
11,140
+4,333
+64% +$453K 0.34% 37
2023
Q3 		$693K Buy
6,807
+1,673
+33% +$176K 0.22% 47
2023
Q2 		$548K Sell
5,134
-337
-6% -$36K 0.18% 47
2023
Q1 		$589K Sell
5,471
-552
-9% -$59K 0.23% 48
2022
Q4 		$636K Sell
6,023
-4,074
-40% -$425K 0.26% 48
2022
Q3 		$1.04M Buy
10,097
+6,313
+167% +$671K 0.47% 37
2022
Q2 		$402K Buy
3,784
+291
+8% +$31.1K 0.17% 61
2022
Q1 		$383K Buy
3,493
+1,428
+69% +$161K 0.15% 64
2021
Q4 		$240K Buy
+2,065
New +$240K 0.1% 71

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 Strategies Group's MUB Position: Q2 2026 in Review

Financial Strategies Group increased its iShares National Muni Bond ETF (MUB) stake by 3.5% in Q2 2026, buying an estimated $91.3K and bringing the position to 24,972 shares worth $2.65M. The position accounts for 0.42% of the portfolio, ranked #38.

Financial Strategies Group first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Financial Strategies Group held 24,972 shares of iShares National Muni Bond ETF worth $2.65M as of Q2 2026.
  • Financial Strategies Group bought 854 iShares National Muni Bond ETF shares in Q2 2026, an estimated $91.3K.
  • iShares National Muni Bond ETF made up 0.42% of Financial Strategies Group's portfolio in Q2 2026, its #38 holding.
  • Financial Strategies Group first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.