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Forum Private Client Group’s iShares National Muni Bond ETF MUB Stock Holding History

Forum Private Client 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
Q2 		$360K Buy
3,341
+1
+0% +$107 0.11% 62
2026
Q1 		$355K Buy
3,340
+1
+0% +$108 0.12% 58
2025
Q4 		$358K Buy
3,339
+234
+8% +$25.1K 0.12% 58
2025
Q3 		$331K Sell
3,105
-1,555
-33% -$163K 0.12% 64
2025
Q2 		$487K Buy
4,660
+494
+12% +$51.4K 0.19% 50
2025
Q1 		$439K Buy
4,166
+9
+0.2% +$957 0.19% 49
2024
Q4 		$443K Buy
4,157
+1,400
+51% +$150K 0.2% 49
2024
Q3 		$299K Buy
2,757
+744
+37% +$80.2K 0.13% 62
2024
Q2 		$215K Buy
+2,013
New +$214K 0.1% 70
2024
Q1 		– Sell
-3,121
Closed -$338K – 75
2023
Q4 		$338K Buy
+3,121
New +$326K 0.18% 55
2023
Q3 		– Sell
-3,073
Closed -$328K – 50
2023
Q2 		$328K Buy
3,073
+299
+11% +$32K 0.19% 53
2023
Q1 		$299K Hold
2,774
– – 0.19% 59
2022
Q4 		$293K Buy
2,774
+141
+5% +$14.7K 0.2% 57
2022
Q3 		$270K Hold
2,633
– – 0.2% 53
2022
Q2 		$280K Buy
2,633
+185
+8% +$19.7K 0.2% 54
2022
Q1 		$268K Buy
+2,448
New +$276K 0.21% 54

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 Private Client Group's MUB Position: Q2 2026 in Review

Forum Private Client Group increased its iShares National Muni Bond ETF (MUB) stake by 0.03% in Q2 2026, buying an estimated $107 and bringing the position to 3,341 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #62.

Forum Private Client Group first reported a position in MUB in Q1 2022 and has held it in 16 quarters since. The position peaked at $487K in Q2 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Forum Private Client Group held 3,341 shares of iShares National Muni Bond ETF worth $360K as of Q2 2026.
  • Forum Private Client Group bought 1 iShares National Muni Bond ETF share in Q2 2026, an estimated $107.
  • iShares National Muni Bond ETF made up 0.11% of Forum Private Client Group's portfolio in Q2 2026, its #62 holding.
  • Forum Private Client Group first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Forum Private Client Group's iShares National Muni Bond ETF position peaked at $487K in Q2 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.