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

Mainsail 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 		$7.47M Buy
69,453
+14,732
+27% +$1.58M 2.54% 13
2026
Q1 		$5.81M Buy
54,721
+7,862
+17% +$845K 2.42% 15
2025
Q4 		$5.02M Buy
46,859
+2,158
+5% +$231K 2.09% 15
2025
Q3 		$4.76M Buy
44,701
+10,105
+29% +$1.06M 2.05% 18
2025
Q2 		$3.59M Buy
34,596
+1,048
+3% +$109K 1.67% 20
2025
Q1 		$3.54M Buy
33,548
+2,401
+8% +$255K 2% 18
2024
Q4 		$3.32M Sell
31,147
-217
-0.7% -$23.3K 1.92% 19
2024
Q3 		$3.38M Buy
31,364
+8,757
+39% +$944K 2.01% 19
2024
Q2 		$2.41M Buy
22,607
+6,037
+36% +$643K 1.42% 24
2024
Q1 		$1.78M Buy
16,570
+9,511
+135% +$1.03M 1.23% 26
2023
Q4 		$762K Buy
7,059
+1,440
+26% +$150K 0.59% 40
2023
Q3 		$573K Buy
+5,619
New +$593K 0.52% 45

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
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Mainsail Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 27% in Q2 2026, buying an estimated $1.58M and bringing the position to 69,453 shares worth $7.47M. The position accounts for 2.54% of the portfolio, ranked #13.

Mainsail Financial Group first reported a position in MUB in Q3 2023 and has held it in 12 quarters since. 420 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Mainsail Financial Group held 69,453 shares of iShares National Muni Bond ETF worth $7.47M as of Q2 2026.
  • Mainsail Financial Group bought 14,732 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.58M.
  • iShares National Muni Bond ETF made up 2.54% of Mainsail Financial Group's portfolio in Q2 2026, its #13 holding.
  • Mainsail Financial Group first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 420 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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