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

Nations 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 		$944K Buy
8,767
+585
+7% +$62.6K 0.05% 393
2026
Q1 		$869K Buy
8,182
+946
+13% +$102K 0.04% 408
2025
Q4 		$775K Buy
7,236
+283
+4% +$30.3K 0.04% 416
2025
Q3 		$741K Buy
6,953
+93
+1% +$9.73K 0.05% 402
2025
Q2 		$717K Buy
6,860
+302
+5% +$31.4K 0.05% 375
2025
Q1 		$692K Buy
6,558
+412
+7% +$43.8K 0.05% 353
2024
Q4 		$655K Sell
6,146
-602
-9% -$64.7K 0.05% 372
2024
Q3 		$733K Sell
6,748
-662
-9% -$71.3K 0.05% 345
2024
Q2 		$790K Sell
7,410
-450
-6% -$47.9K 0.06% 302
2024
Q1 		$846K Buy
7,860
+1,165
+17% +$126K 0.07% 290
2023
Q4 		$726K Sell
6,695
-616
-8% -$64.4K 0.07% 295
2023
Q3 		$750K Buy
7,311
+1,121
+18% +$118K 0.08% 278
2023
Q2 		$661K Buy
6,190
+679
+12% +$72.6K 0.06% 316
2023
Q1 		$594K Buy
5,511
+6
+0.1% +$641 0.06% 324
2022
Q4 		$581K Buy
5,505
+11
+0.2% +$1.15K 0.07% 321
2022
Q3 		$564K Sell
5,494
-254
-4% -$27K 0.08% 267
2022
Q2 		$611K Sell
5,748
-3,819
-40% -$408K 0.08% 265
2022
Q1 		$1.05M Buy
9,567
+2,373
+33% +$268K 0.13% 189
2021
Q4 		$837K Buy
7,194
+12
+0.2% +$1.39K 0.11% 196
2021
Q3 		$834K Buy
7,182
+155
+2% +$18.2K 0.13% 184
2021
Q2 		$824K Buy
7,027
+4,984
+244% +$582K 0.14% 180
2021
Q1 		$237K Buy
+2,043
New +$238K 0.05% 321

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

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

Nations Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 7.1% in Q2 2026, buying an estimated $62.6K and bringing the position to 8,767 shares worth $944K. The position accounts for 0.05% of the portfolio, ranked #393.

Nations Financial Group first reported a position in MUB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.05M in Q1 2022. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Nations Financial Group held 8,767 shares of iShares National Muni Bond ETF worth $944K as of Q2 2026.
  • Nations Financial Group bought 585 iShares National Muni Bond ETF shares in Q2 2026, an estimated $62.6K.
  • iShares National Muni Bond ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #393 holding.
  • Nations Financial Group first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Nations Financial Group's iShares National Muni Bond ETF position peaked at $1.05M in Q1 2022.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.