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

Independent Financial 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 		$3.27M Buy
30,387
+10,107
+50% +$1.08M 0.06% 327
2026
Q1 		$2.15M Buy
20,280
+741
+4% +$79.7K 0.05% 383
2025
Q4 		$2.09M Buy
19,539
+2,511
+15% +$269K 0.05% 380
2025
Q3 		$1.81M Buy
17,028
+1,918
+13% +$201K 0.04% 415
2025
Q2 		$1.58M Sell
15,110
-1,549
-9% -$161K 0.04% 405
2025
Q1 		$1.76M Buy
16,659
+498
+3% +$53K 0.06% 312
2024
Q4 		$1.72M Sell
16,161
-1,055
-6% -$113K 0.06% 326
2024
Q3 		$1.87M Sell
17,216
-255
-1% -$27.5K 0.07% 282
2024
Q2 		$1.86M Buy
17,471
+377
+2% +$40.2K 0.07% 246
2024
Q1 		$1.84M Buy
17,094
+605
+4% +$65.3K 0.08% 238
2023
Q4 		$1.79M Buy
16,489
+4,860
+42% +$508K 0.1% 226
2023
Q3 		$1.19M Buy
11,629
+1,473
+15% +$155K 0.08% 278
2023
Q2 		$1.08M Buy
10,156
+6,087
+150% +$651K 0.07% 291
2023
Q1 		$438K Buy
4,069
+250
+7% +$26.7K 0.04% 486
2022
Q4 		$403K Buy
+3,819
New +$398K 0.03% 482
2022
Q2 		– Sell
-1,929
Closed -$211K – 780
2022
Q1 		$211K Sell
1,929
-638
-25% -$72K 0.02% 719
2021
Q4 		$298K Buy
2,567
+93
+4% +$10.8K 0.02% 594
2021
Q3 		$287K Buy
2,474
+75
+3% +$8.79K 0.03% 538
2021
Q2 		$281K Hold
2,399
– – 0.03% 549
2021
Q1 		$278K Buy
2,399
+274
+13% +$32K 0.04% 490
2020
Q4 		$249K Buy
2,125
+50
+2% +$5.81K 0.04% 472
2020
Q3 		$241K Buy
2,075
+17
+0.8% +$1.98K 0.05% 403
2020
Q2 		$237K Buy
+2,058
New +$234K 0.05% 373

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

Independent Financial Group's MUB Position: Q2 2026 in Review

Independent Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 50% in Q2 2026, buying an estimated $1.08M and bringing the position to 30,387 shares worth $3.27M. The position accounts for 0.06% of the portfolio, ranked #327.

Independent Financial Group first reported a position in MUB in Q2 2020 and has held it in 23 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Independent Financial Group held 30,387 shares of iShares National Muni Bond ETF worth $3.27M as of Q2 2026.
  • Independent Financial Group bought 10,107 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.08M.
  • iShares National Muni Bond ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #327 holding.
  • Independent Financial Group first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.