MFG
MUB icon

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

Merit 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 		$38.7M Buy
359,522
+103,587
+40% +$11.1M 0.24% 79
2026
Q1 		$27.2M Buy
255,935
+27,100
+12% +$2.91M 0.2% 85
2025
Q4 		$24.5M Buy
228,835
+35,213
+18% +$3.77M 0.2% 87
2025
Q3 		$20.6M Sell
193,622
-2,781
-1% -$291K 0.19% 98
2025
Q2 		$20.5M Buy
196,403
+73,431
+60% +$7.63M 0.23% 80
2025
Q1 		$13M Buy
122,972
+68,351
+125% +$7.27M 0.19% 88
2024
Q4 		$5.82M Buy
54,621
+5,593
+11% +$601K 0.1% 163
2024
Q3 		$5.33M Buy
49,028
+38,397
+361% +$4.14M 0.12% 139
2024
Q2 		$1.13M Buy
10,631
+2,279
+27% +$243K 0.03% 377
2024
Q1 		$891K Buy
8,352
+484
+6% +$52.2K 0.02% 435
2023
Q4 		$853K Buy
7,868
+5,034
+178% +$526K 0.03% 351
2023
Q3 		$291K Buy
2,834
+556
+24% +$58.6K 0.01% 593
2023
Q2 		$243K Sell
2,278
-2,958
-56% -$316K 0.01% 651
2023
Q1 		$564K Sell
5,236
-17,779
-77% -$1.9M 0.02% 375
2022
Q4 		$2.43M Sell
23,015
-3,855
-14% -$402K 0.09% 170
2022
Q3 		$2.76M Sell
26,870
-15,187
-36% -$1.61M 0.12% 121
2022
Q2 		$4.47M Buy
42,057
+21,732
+107% +$2.32M 0.14% 96
2022
Q1 		$2.23M Buy
+20,325
New +$2.29M 0.13% 96
2021
Q4 		– Sell
-7,994
Closed -$929K – 283
2021
Q3 		$929K Sell
7,994
-2,000
-20% -$234K 0.1% 105
2021
Q2 		$1.17M Buy
9,994
+1,000
+11% +$117K 0.11% 87
2021
Q1 		$1.04M Buy
8,994
+6,000
+200% +$700K 0.11% 92
2020
Q4 		$351K Sell
2,994
-1,000
-25% -$116K 0.03% 155
2020
Q3 		$463K Hold
3,994
– – 0.04% 146
2020
Q2 		$461K Sell
3,994
-1,275
-24% -$145K 0.05% 137
2020
Q1 		$595K Buy
5,269
+1,494
+40% +$171K 0.07% 107
2019
Q4 		$430K Buy
+3,775
New +$430K 0.04% 157

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Merit Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 40% in Q2 2026, buying an estimated $11.1M and bringing the position to 359,522 shares worth $38.7M. The position accounts for 0.24% of the portfolio, ranked #79.

Merit Financial Group first reported a position in MUB in Q4 2019 and has held it in 26 quarters since. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Merit Financial Group held 359,522 shares of iShares National Muni Bond ETF worth $38.7M as of Q2 2026.
  • Merit Financial Group bought 103,587 iShares National Muni Bond ETF shares in Q2 2026, an estimated $11.1M.
  • iShares National Muni Bond ETF made up 0.24% of Merit Financial Group's portfolio in Q2 2026, its #79 holding.
  • Merit Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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