Merit Financial Group
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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
Q3 		$55M Buy
544,043
+184,521
+51% +$19.4M 0.31% 66
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

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

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

Merit Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 51% in Q3 2026, buying an estimated $19.4M and bringing the position to 544,043 shares worth $55M. The position accounts for 0.31% of the portfolio, ranked #66.

Merit Financial Group first reported a position in MUB in Q4 2019 and has held it in 27 quarters since. 1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Merit Financial Group held 544,043 shares of iShares National Muni Bond ETF worth $55M as of Q3 2026.
  • Merit Financial Group bought 184,521 iShares National Muni Bond ETF shares in Q3 2026, an estimated $19.4M.
  • iShares National Muni Bond ETF made up 0.31% of Merit Financial Group's portfolio in Q3 2026, its #66 holding.
  • Merit Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.