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

Foronjy Financial’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 		$2.4M Buy
22,257
+7,482
+51% +$800K 0.88% 24
2026
Q1 		$1.57M Sell
14,775
-1,097
-7% -$118K 0.65% 34
2025
Q4 		$1.7M Buy
15,872
+2,319
+17% +$248K 0.71% 32
2025
Q3 		$1.44M Sell
13,553
-406
-3% -$42.5K 0.63% 31
2025
Q2 		$1.46M Buy
+13,959
New +$1.45M 0.68% 32

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Foronjy Financial's MUB Position: Q2 2026 in Review

Foronjy Financial increased its iShares National Muni Bond ETF (MUB) stake by 51% in Q2 2026, buying an estimated $800K and bringing the position to 22,257 shares worth $2.4M. The position accounts for 0.88% of the portfolio, ranked #24.

Foronjy Financial first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Foronjy Financial held 22,257 shares of iShares National Muni Bond ETF worth $2.4M as of Q2 2026.
  • Foronjy Financial bought 7,482 iShares National Muni Bond ETF shares in Q2 2026, an estimated $800K.
  • iShares National Muni Bond ETF made up 0.88% of Foronjy Financial's portfolio in Q2 2026, its #24 holding.
  • Foronjy Financial first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.