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

Forum Financial Management’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 		$2.7M Sell
25,061
-391
-2% -$41.8K 0.03% 75
2026
Q1 		$2.7M Sell
25,452
-2,251
-8% -$242K 0.04% 72
2025
Q4 		$2.97M Buy
27,703
+1,525
+6% +$163K 0.04% 112
2025
Q3 		$2.79M Sell
26,178
-4,824
-16% -$505K 0.04% 105
2025
Q2 		$3.24M Sell
31,002
-74,902
-71% -$7.79M 0.05% 81
2025
Q1 		$11.2M Sell
105,904
-61,313
-37% -$6.52M 0.18% 33
2024
Q4 		$17.8M Sell
167,217
-92,883
-36% -$9.98M 0.3% 24
2024
Q3 		$28.3M Sell
260,100
-4,112
-2% -$443K 0.47% 17
2024
Q2 		$28.2M Sell
264,212
-174,597
-40% -$18.6M 0.51% 18
2024
Q1 		$47.2M Buy
438,809
+48,260
+12% +$5.21M 0.81% 15
2023
Q4 		$42.3M Buy
390,549
+146,648
+60% +$15.3M 0.8% 14
2023
Q3 		$25M Sell
243,901
-34,376
-12% -$3.63M 0.55% 17
2023
Q2 		$29.7M Sell
278,277
-10,370
-4% -$1.11M 0.67% 16
2023
Q1 		$31.1M Sell
288,647
-100,794
-26% -$10.8M 0.9% 16
2022
Q4 		$41.1M Buy
389,441
+195,528
+101% +$20.4M 1.35% 14
2022
Q3 		$19.9M Buy
193,913
+98,726
+104% +$10.5M 0.96% 13
2022
Q2 		$10.1M Buy
95,187
+76,306
+404% +$8.14M 0.51% 13
2022
Q1 		$2.07M Buy
18,881
+14,495
+330% +$1.64M 0.1% 60
2021
Q4 		$510K Buy
+4,386
New +$509K 0.03% 243

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Forum Financial Management's MUB Position: Q2 2026 in Review

Forum Financial Management reduced its iShares National Muni Bond ETF (MUB) stake by 1.5% in Q2 2026, selling an estimated $41.8K and leaving 25,061 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #75.

Forum Financial Management first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $47.2M in Q1 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Forum Financial Management held 25,061 shares of iShares National Muni Bond ETF worth $2.7M as of Q2 2026.
  • Forum Financial Management sold 391 iShares National Muni Bond ETF shares in Q2 2026, an estimated $41.8K.
  • iShares National Muni Bond ETF made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #75 holding.
  • Forum Financial Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's iShares National Muni Bond ETF position peaked at $47.2M in Q1 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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