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

Founders Financial Alliance’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 		$505K Buy
4,692
+3,391
+261% +$363K 0.07% 238
2026
Q1 		$138K Buy
1,301
+804
+162% +$86.4K 0.02% 427
2025
Q4 		$53.2K Sell
497
-98
-16% -$10.5K 0.01% 428
2025
Q3 		$63.4K Buy
595
+348
+141% +$36.4K 0.01% 475
2025
Q2 		$25.8K Sell
247
-502
-67% -$52.2K 0.01% 423
2025
Q1 		$79K Sell
749
-83
-10% -$8.83K 0.02% 403
2024
Q4 		$88.6K Buy
832
+4
+0.5% +$430 0.02% 334
2024
Q3 		$89.9K Sell
828
-70
-8% -$7.54K 0.03% 343
2024
Q2 		$95.7K Sell
898
-167
-16% -$17.8K 0.03% 322
2024
Q1 		$115K Buy
1,065
+167
+19% +$18K 0.03% 313
2023
Q4 		$97.4K Hold
898
– – 0.04% 290
2023
Q3 		$92.1K Hold
898
– – 0.04% 274
2023
Q2 		$95.8K Hold
898
– – 0.04% 297
2023
Q1 		$96.7K Sell
898
-53
-6% -$5.66K 0.05% 258
2022
Q4 		$100K Hold
951
– – 0.05% 264
2022
Q3 		$98K Hold
951
– – 0.05% 257
2022
Q2 		$101K Hold
951
– – 0.05% 262
2022
Q1 		$104K Hold
951
– – 0.05% 254
2021
Q4 		$111K Hold
951
– – 0.04% 288
2021
Q3 		$111K Hold
951
– – 0.05% 271
2021
Q2 		$111K Buy
951
+565
+146% +$66K 0.05% 285
2021
Q1 		$45K Hold
386
– – 0.02% 336
2020
Q4 		$45K Hold
386
– – 0.03% 298
2020
Q3 		$45K Buy
+386
New +$44.9K 0.03% 405

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

Founders Financial Alliance's MUB Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares National Muni Bond ETF (MUB) stake by 261% in Q2 2026, buying an estimated $363K and bringing the position to 4,692 shares worth $505K. The position accounts for 0.07% of the portfolio, ranked #238.

Founders Financial Alliance first reported a position in MUB in Q3 2020 and has held it in 24 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Founders Financial Alliance held 4,692 shares of iShares National Muni Bond ETF worth $505K as of Q2 2026.
  • Founders Financial Alliance bought 3,391 iShares National Muni Bond ETF shares in Q2 2026, an estimated $363K.
  • iShares National Muni Bond ETF made up 0.07% of Founders Financial Alliance's portfolio in Q2 2026, its #238 holding.
  • Founders Financial Alliance first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.