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

Fortress Financial Group’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
Q1 		$241K Hold
2,270
– – 0.18% 70
2025
Q4 		$243K Hold
2,270
– – 0.18% 71
2025
Q3 		$242K Hold
2,270
– – 0.19% 71
2025
Q2 		$237K Hold
2,270
– – 0.2% 66
2025
Q1 		$239K Hold
2,270
– – 0.24% 61
2024
Q4 		$242K Buy
+2,270
New +$244K 0.24% 59

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortress Financial Group's MUB Position: Q1 2026 in Review

Fortress Financial Group held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 2,270 shares worth $241K. The position accounts for 0.18% of the portfolio, ranked #70.

Fortress Financial Group first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $243K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Fortress Financial Group held 2,270 shares of iShares National Muni Bond ETF worth $241K as of Q1 2026.
  • Fortress Financial Group left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.18% of Fortress Financial Group's portfolio in Q1 2026, its #70 holding.
  • Fortress Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Group's iShares National Muni Bond ETF position peaked at $243K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.