Focus Financial Network
MUB icon

Focus Financial Network’s iShares National Muni Bond ETF MUB Stock Holding History

Focus Financial Network’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
Q3 		$7.13M Sell
70,518
-426
-0.6% -$44.7K 0.22% 78
2026
Q2 		$7.63M Sell
70,944
-558
-0.8% -$59.7K 0.24% 78
2026
Q1 		$7.59M Buy
71,502
+8,176
+13% +$879K 0.27% 67
2025
Q4 		$6.78M Buy
63,326
+213
+0.3% +$22.8K 0.24% 77
2025
Q3 		$6.72M Buy
63,113
+691
+1% +$72.3K 0.24% 76
2025
Q2 		$6.52M Sell
62,422
-20,262
-25% -$2.11M 0.26% 67
2025
Q1 		$8.72M Buy
82,684
+3,851
+5% +$410K 0.36% 55
2024
Q4 		$8.4M Sell
78,833
-1,369
-2% -$147K 0.33% 54
2024
Q3 		$8.71M Buy
80,202
+17,795
+29% +$1.92M 0.36% 50
2024
Q2 		$6.71M Buy
62,407
+778
+1% +$82.9K 0.29% 66
2024
Q1 		$6.56M Sell
61,629
-4,380
-7% -$473K 0.32% 64
2023
Q4 		$7.16M Buy
66,009
+4,158
+7% +$435K 0.27% 83
2023
Q3 		$6.34M Buy
61,851
+1,449
+2% +$153K 0.36% 58
2023
Q2 		$6.45M Buy
60,402
+21,142
+54% +$2.26M 0.36% 56
2023
Q1 		$4.23M Buy
39,260
+10,317
+36% +$1.1M 0.26% 82
2022
Q4 		$3.05M Buy
28,943
+8,237
+40% +$858K 0.25% 85
2022
Q3 		$2.12M Buy
20,706
+6,107
+42% +$649K 0.18% 104
2022
Q2 		$1.55M Sell
14,599
-450
-3% -$48K 0.13% 137
2022
Q1 		$1.65M Buy
15,049
+12,276
+443% +$1.39M 0.12% 144
2021
Q4 		$322K Buy
2,773
+187
+7% +$21.7K 0.05% 281
2021
Q3 		$300K Buy
2,586
+175
+7% +$20.5K 0.04% 339
2021
Q2 		$283K Sell
2,411
-13,918
-85% -$1.63M 0.04% 347
2021
Q1 		$1.89M Buy
16,329
+4,991
+44% +$582K 0.22% 105
2020
Q4 		$1.33M Buy
11,338
+1,327
+13% +$154K 0.12% 153
2020
Q3 		$1.16M Sell
10,011
-4,538
-31% -$527K 0.11% 166
2020
Q2 		$1.68M Buy
14,549
+8,465
+139% +$961K 0.19% 113
2020
Q1 		$688K Buy
+6,084
New +$694K 0.09% 174

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Focus Financial Network's MUB Position: Q3 2026 in Review

Focus Financial Network reduced its iShares National Muni Bond ETF (MUB) stake by 0.6% in Q3 2026, selling an estimated $44.7K and leaving 70,518 shares worth $7.13M. The position accounts for 0.22% of the portfolio, ranked #78.

Focus Financial Network first reported a position in MUB in Q1 2020 and has held it in 27 quarters since. The position peaked at $8.72M in Q1 2025. 458 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Focus Financial Network held 70,518 shares of iShares National Muni Bond ETF worth $7.13M as of Q3 2026.
  • Focus Financial Network sold 426 iShares National Muni Bond ETF shares in Q3 2026, an estimated $44.7K.
  • iShares National Muni Bond ETF made up 0.22% of Focus Financial Network's portfolio in Q3 2026, its #78 holding.
  • Focus Financial Network first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Focus Financial Network's iShares National Muni Bond ETF position peaked at $8.72M in Q1 2025.
  • 458 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.