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

Hummer Financial Advisory 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	$538K	Hold	5,000	–	–	0.35%	62
2026 Q1	$531K	Hold	5,000	–	–	0.38%	56
2025 Q4	$536K	Hold	5,000	–	–	0.38%	56
2025 Q3	$532K	Hold	5,000	–	–	0.39%	55
2025 Q2	$522K	Hold	5,000	–	–	0.39%	55
2025 Q1	$527K	Hold	5,000	–	–	0.43%	48
2024 Q4	$533K	Hold	5,000	–	–	0.42%	44
2024 Q3	$543K	Hold	5,000	–	–	0.43%	43
2024 Q2	$533K	Hold	5,000	–	–	0.46%	43
2024 Q1	$538K	Hold	5,000	–	–	0.44%	44
2023 Q4	$542K	Hold	5,000	–	–	0.5%	41
2023 Q3	$513K	Hold	5,000	–	–	0.52%	43
2023 Q2	$534K	Hold	5,000	–	–	0.52%	40
2023 Q1	$539K	Hold	5,000	–	–	0.57%	38
2022 Q4	$528K	Hold	5,000	–	–	0.58%	39
2022 Q3	$513K	Hold	5,000	–	–	0.6%	37
2022 Q2	$532K	Hold	5,000	–	–	0.6%	38
2022 Q1	$548K	Hold	5,000	–	–	0.49%	42
2021 Q4	$581K	Hold	5,000	–	–	0.49%	44
2021 Q3	$581K	Hold	5,000	–	–	0.54%	40
2021 Q2	$586K	Hold	5,000	–	–	0.54%	39
2021 Q1	$580K	Hold	5,000	–	–	0.56%	38
2020 Q4	$586K	Hold	5,000	–	–	0.62%	35
2020 Q3	$580K	Buy	+5,000	New	+$581K	0.68%	32
2020 Q2	–	Sell	-5,000	Closed	-$565K	–	92
2020 Q1	$565K	Hold	5,000	–	–	0.85%	28
2019 Q4	$570K	Buy	+5,000	New	+$570K	0.62%	44

Other funds holding MUB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Hummer Financial Advisory Services's MUB Position: Q2 2026 in Review

Hummer Financial Advisory Services held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 5,000 shares worth $538K. The position accounts for 0.35% of the portfolio, ranked #62.

Hummer Financial Advisory Services first reported a position in MUB in Q4 2019 and has held it in 26 quarters since. The position peaked at $586K in Q2 2021. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Hummer Financial Advisory Services held 5,000 shares of iShares National Muni Bond ETF worth $538K as of Q2 2026.
Hummer Financial Advisory Services left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.35% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #62 holding.
Hummer Financial Advisory Services first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 26 quarters since.
Hummer Financial Advisory Services's iShares National Muni Bond ETF position peaked at $586K in Q2 2021.
855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.