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

Flagstone Financial Management’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	$3.36M	Buy	31,197 +1,323	+4%	+$141K	0.75%	16
2026 Q1	$3.17M	Buy	29,874 +32	+0.1%	+$3.44K	0.79%	16
2025 Q4	$3.2M	Buy	29,842 +105	+0.4%	+$11.2K	0.82%	16
2025 Q3	$3.17M	Buy	29,737 +11,129	+60%	+$1.16M	0.84%	16
2025 Q2	$1.94M	Buy	18,608 +8,515	+84%	+$885K	0.56%	19
2025 Q1	$1.06M	Buy	10,093 +5,973	+145%	+$635K	0.34%	20
2024 Q4	$439K	Hold	4,120	–	–	0.15%	37
2024 Q3	$448K	Sell	4,120 -23	-0.6%	-$2.48K	0.15%	37
2024 Q2	$441K	Hold	4,143	–	–	0.16%	31
2024 Q1	$446K	Sell	4,143 -95	-2%	-$10.3K	0.17%	29
2023 Q4	$459K	Hold	4,238	–	–	0.19%	31
2023 Q3	$435K	Sell	4,238 -725	-15%	-$76.5K	0.2%	27
2023 Q2	$530K	Hold	4,963	–	–	0.25%	28
2023 Q1	$535K	Hold	4,963	–	–	0.27%	28
2022 Q4	$524K	Buy	+4,963	New	+$517K	0.32%	24

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Flagstone Financial Management's MUB Position: Q2 2026 in Review

Flagstone Financial Management increased its iShares National Muni Bond ETF (MUB) stake by 4.4% in Q2 2026, buying an estimated $141K and bringing the position to 31,197 shares worth $3.36M. The position accounts for 0.75% of the portfolio, ranked #16.

Flagstone Financial Management first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 532 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Flagstone Financial Management held 31,197 shares of iShares National Muni Bond ETF worth $3.36M as of Q2 2026.
Flagstone Financial Management bought 1,323 iShares National Muni Bond ETF shares in Q2 2026, an estimated $141K.
iShares National Muni Bond ETF made up 0.75% of Flagstone Financial Management's portfolio in Q2 2026, its #16 holding.
Flagstone Financial Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
532 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.