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

Midwest 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 		– Sell
-18,197
Closed -$1.93M – 139
2026
Q1 		$1.93M Buy
18,197
+684
+4% +$73.5K 0.82% 36
2025
Q4 		$1.88M Buy
17,513
+2,938
+20% +$315K 0.83% 34
2025
Q3 		$1.55M Buy
14,575
+289
+2% +$30.2K 0.74% 39
2025
Q2 		$1.49M Buy
14,286
+6,234
+77% +$648K 0.78% 37
2025
Q1 		$849K Sell
8,052
-78
-1% -$8.29K 0.49% 47
2024
Q4 		$866K Buy
8,130
+43
+0.5% +$4.62K 0.5% 46
2024
Q3 		$879K Buy
8,087
+54
+0.7% +$5.82K 0.52% 45
2024
Q2 		$856K Buy
8,033
+170
+2% +$18.1K 0.54% 48
2024
Q1 		$846K Sell
7,863
-148
-2% -$16K 0.57% 48
2023
Q4 		$869K Sell
8,011
-64
-0.8% -$6.69K 0.65% 45
2023
Q3 		$828K Buy
8,075
+101
+1% +$10.7K 0.7% 43
2023
Q2 		$851K Buy
7,974
+169
+2% +$18.1K 0.72% 40
2023
Q1 		$841K Buy
+7,805
New +$834K 0.78% 37

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Midwest Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 18,197 shares — an estimated $1.93M sold.

Midwest Financial Group first reported a position in MUB in Q1 2023 and held it in 13 quarters. The position peaked at $1.93M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Midwest Financial Group reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Midwest Financial Group sold 18,197 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.93M.
  • Midwest Financial Group first reported a position in iShares National Muni Bond ETF in Q1 2023 and held it in 13 quarters.
  • Midwest Financial Group's iShares National Muni Bond ETF position peaked at $1.93M in Q1 2026.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.