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 Q3	$1.67M	Sell	16,550 -5,707	-26%	-$599K	0.59%	35
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Foronjy Financial's MUB Position: Q3 2026 in Review

Foronjy Financial reduced its iShares National Muni Bond ETF (MUB) stake by 26% in Q3 2026, selling an estimated $599K and leaving 16,550 shares worth $1.67M. The position accounts for 0.59% of the portfolio, ranked #35.

Foronjy Financial first reported a position in MUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.4M in Q2 2026. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Foronjy Financial held 16,550 shares of iShares National Muni Bond ETF worth $1.67M as of Q3 2026.
Foronjy Financial sold 5,707 iShares National Muni Bond ETF shares in Q3 2026, an estimated $599K.
iShares National Muni Bond ETF made up 0.59% of Foronjy Financial's portfolio in Q3 2026, its #35 holding.
Foronjy Financial first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
Foronjy Financial's iShares National Muni Bond ETF position peaked at $2.4M in Q2 2026.
1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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