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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Focus Financial Network's MUB Position: Q2 2026 in Review

Focus Financial Network reduced its iShares National Muni Bond ETF (MUB) stake by 0.78% in Q2 2026, selling an estimated $59.7K and leaving 70,944 shares worth $7.63M. The position accounts for 0.24% of the portfolio, ranked #78.

Focus Financial Network first reported a position in MUB in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.72M in Q1 2025. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Focus Financial Network held 70,944 shares of iShares National Muni Bond ETF worth $7.63M as of Q2 2026.
Focus Financial Network sold 558 iShares National Muni Bond ETF shares in Q2 2026, an estimated $59.7K.
iShares National Muni Bond ETF made up 0.24% of Focus Financial Network's portfolio in Q2 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 26 quarters since.
Focus Financial Network's iShares National Muni Bond ETF position peaked at $8.72M in Q1 2025.
1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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