Jefferies Financial Group
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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
Q3 		– Sell
-4,268
Closed -$459K – 1639
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Jefferies Financial Group's MUB Position: Q3 2026 in Review

Jefferies Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q3 2026, closing a stake of 4,268 shares — an estimated $459K sold.

Jefferies Financial Group first reported a position in MUB in Q4 2022 and held it in 15 quarters. The position peaked at $2.51M in Q1 2026. 1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Jefferies Financial Group reported no remaining iShares National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 4,268 iShares National Muni Bond ETF shares in Q3 2026, an estimated $459K.
  • Jefferies Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 15 quarters.
  • Jefferies Financial Group's iShares National Muni Bond ETF position peaked at $2.51M in Q1 2026.
  • 1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.