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

Horizon Financial Services’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 		$45.2K Buy
420
+20
+5% +$2.14K 0.02% 153
2026
Q1 		$42.5K Sell
400
-39
-9% -$4.19K 0.02% 112
2025
Q4 		$47K Hold
439
– – 0.02% 99
2025
Q3 		$46.7K Hold
439
– – 0.02% 100
2025
Q2 		$45.9K Buy
+439
New +$45.6K 0.02% 85

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Horizon Financial Services's MUB Position: Q2 2026 in Review

Horizon Financial Services increased its iShares National Muni Bond ETF (MUB) stake by 5% in Q2 2026, buying an estimated $2.14K and bringing the position to 420 shares worth $45.2K. The position accounts for 0.02% of the portfolio, ranked #153.

Horizon Financial Services first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $47K in Q4 2025. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Horizon Financial Services held 420 shares of iShares National Muni Bond ETF worth $45.2K as of Q2 2026.
  • Horizon Financial Services bought 20 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.14K.
  • iShares National Muni Bond ETF made up 0.02% of Horizon Financial Services's portfolio in Q2 2026, its #153 holding.
  • Horizon Financial Services first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Horizon Financial Services's iShares National Muni Bond ETF position peaked at $47K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.