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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Strategies Group's MUB Position: Q1 2026 in Review

Financial Strategies Group reduced its iShares National Muni Bond ETF (MUB) stake by 2% in Q1 2026, selling an estimated $53.2K and leaving 24,118 shares worth $2.59M. The position accounts for 0.43% of the portfolio, ranked #39.

Financial Strategies Group first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.64M in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Financial Strategies Group held 24,118 shares of iShares National Muni Bond ETF worth $2.59M as of Q1 2026.
  • Financial Strategies Group sold 495 iShares National Muni Bond ETF shares in Q1 2026, an estimated $53.2K.
  • iShares National Muni Bond ETF made up 0.43% of Financial Strategies Group's portfolio in Q1 2026, its #39 holding.
  • Financial Strategies Group first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Financial Strategies Group's iShares National Muni Bond ETF position peaked at $2.64M in Q4 2025.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.