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

Friday 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 Q2	$1.03M	Buy	9,592 +4,436	+86%	+$474K	0.28%	49
2026 Q1	$547K	Sell	5,156 -564	-10%	-$60.6K	0.19%	60
2025 Q4	$613K	Buy	5,720 +2,419	+73%	+$259K	0.22%	54
2025 Q3	$352K	Hold	3,301	–	–	0.15%	73
2025 Q2	$345K	Sell	3,301 -19	-0.6%	-$1.98K	0.18%	68
2025 Q1	$350K	Buy	3,320 +726	+28%	+$77.2K	0.21%	57
2024 Q4	$276K	Buy	+2,594	New	+$279K	0.19%	55

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Friday Financial's MUB Position: Q2 2026 in Review

Friday Financial increased its iShares National Muni Bond ETF (MUB) stake by 86% in Q2 2026, buying an estimated $474K and bringing the position to 9,592 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #49.

Friday Financial first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Friday Financial held 9,592 shares of iShares National Muni Bond ETF worth $1.03M as of Q2 2026.
Friday Financial bought 4,436 iShares National Muni Bond ETF shares in Q2 2026, an estimated $474K.
iShares National Muni Bond ETF made up 0.28% of Friday Financial's portfolio in Q2 2026, its #49 holding.
Friday Financial first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.