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

Magnus 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 		$323K Sell
3,002
-332
-10% -$35.5K 0.02% 297
2026
Q1 		$354K Sell
3,334
-4,545
-58% -$489K 0.03% 275
2025
Q4 		$844K Buy
7,879
+572
+8% +$61.2K 0.06% 188
2025
Q3 		$778K Buy
7,307
+608
+9% +$63.6K 0.06% 191
2025
Q2 		$700K Sell
6,699
-2,838
-30% -$295K 0.06% 192
2025
Q1 		$1.01M Buy
9,537
+21
+0.2% +$2.23K 0.1% 157
2024
Q4 		$1.01M Buy
9,516
+367
+4% +$39.4K 0.1% 150
2024
Q3 		$994K Buy
9,149
+1,012
+12% +$109K 0.1% 153
2024
Q2 		$867K Sell
8,137
-1,511
-16% -$161K 0.1% 151
2024
Q1 		$1.04M Buy
9,648
+3,822
+66% +$412K 0.12% 129
2023
Q4 		$632K Buy
+5,826
New +$609K 0.08% 158
2022
Q3 		– Sell
-2,283
Closed -$243K – 277
2022
Q2 		$243K Buy
+2,283
New +$244K 0.04% 237
2021
Q4 		– Sell
-2,410
Closed -$280K – 269
2021
Q3 		$280K Sell
2,410
-1,597
-40% -$187K 0.06% 191
2021
Q2 		$470K Buy
4,007
+549
+16% +$64.2K 0.1% 134
2021
Q1 		$401K Buy
3,458
+466
+16% +$54.4K 0.1% 138
2020
Q4 		$351K Buy
2,992
+745
+33% +$86.5K 0.03% 189
2020
Q3 		$260K Buy
+2,247
New +$261K 0.03% 218
2020
Q2 		– Sell
-10,992
Closed -$1.24M – 729
2020
Q1 		$1.24M Sell
10,992
-91
-0.8% -$10.4K 0.17% 60
2019
Q4 		$1.26M Buy
11,083
+1,255
+13% +$143K 0.18% 60
2019
Q3 		$1.12M Sell
9,828
-306
-3% -$34.9K 0.21% 56
2019
Q2 		$1.15M Buy
10,134
+484
+5% +$54.2K 0.22% 56
2019
Q1 		$1.07M Buy
9,650
+234
+2% +$25.7K 0.22% 54
2018
Q4 		$1.03M Buy
+9,416
New +$1.01M 0.27% 47

Other funds holding MUB

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

Magnus Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 10% in Q2 2026, selling an estimated $35.5K and leaving 3,002 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #297.

Magnus Financial Group first reported a position in MUB in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.26M in Q4 2019. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Magnus Financial Group held 3,002 shares of iShares National Muni Bond ETF worth $323K as of Q2 2026.
  • Magnus Financial Group sold 332 iShares National Muni Bond ETF shares in Q2 2026, an estimated $35.5K.
  • iShares National Muni Bond ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #297 holding.
  • Magnus Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • Magnus Financial Group's iShares National Muni Bond ETF position peaked at $1.26M in Q4 2019.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.