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

Jefferies 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	$459K	Sell	4,268 -19,382	-82%	-$2.07M	﹤0.01%	1268
2026 Q1	$2.51M	Buy	23,650 +300	+1%	+$32.3K	0.02%	546
2025 Q4	$2.5M	Buy	23,350 +1,416	+6%	+$152K	0.01%	717
2025 Q3	$2.34M	Buy	21,934 +1,120	+5%	+$117K	0.01%	595
2025 Q2	$2.17M	Buy	20,814 +301	+1%	+$31.3K	0.02%	500
2025 Q1	$2.16M	Buy	20,513 +513	+3%	+$54.6K	0.02%	559
2024 Q4	$2.13M	Hold	20,000	–	–	0.01%	647
2024 Q3	$2.17M	Hold	20,000	–	–	0.02%	571
2024 Q2	$2.13M	Hold	20,000	–	–	0.02%	529
2024 Q1	$2.15M	Sell	20,000 -3,115	-13%	-$336K	0.02%	568
2023 Q4	$2.51M	Buy	23,115 +2,867	+14%	+$300K	0.02%	623
2023 Q3	$2.08M	Buy	20,248 +61	+0.3%	+$6.43K	0.02%	618
2023 Q2	$2.15M	Buy	20,187 +1	+0%	+$107	0.02%	632
2023 Q1	$2.17M	Buy	20,186 +186	+0.9%	+$19.9K	0.02%	635
2022 Q4	$2.11M	Buy	+20,000	New	+$2.08M	0.01%	635

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Jefferies Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 82% in Q2 2026, selling an estimated $2.07M and leaving 4,268 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Jefferies Financial Group first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.51M in Q1 2026. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Jefferies Financial Group held 4,268 shares of iShares National Muni Bond ETF worth $459K as of Q2 2026.
Jefferies Financial Group sold 19,382 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.07M.
iShares National Muni Bond ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1268 holding.
Jefferies Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's iShares National Muni Bond ETF position peaked at $2.51M in Q1 2026.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.