NFP Retirement Inc’s iShares National Muni Bond ETF MUB Stock Holding History

NFP Retirement Inc’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	$777K	Buy	7,216 +23	+0.3%	+$2.46K	0.04%	170
2026 Q1	$764K	Sell	7,193 -151	-2%	-$16.2K	0.05%	164
2025 Q4	$787K	Buy	7,344 +553	+8%	+$59.2K	0.05%	156
2025 Q3	$723K	Sell	6,791 -305	-4%	-$31.9K	0.05%	160
2025 Q2	$741K	Buy	7,096 +3,331	+88%	+$346K	0.05%	159
2025 Q1	$397K	Buy	3,765 +1,376	+58%	+$146K	0.03%	202
2024 Q4	$255K	Buy	+2,389	New	+$257K	0.02%	258

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NFP Retirement Inc's MUB Position: Q2 2026 in Review

NFP Retirement Inc increased its iShares National Muni Bond ETF (MUB) stake by 0.32% in Q2 2026, buying an estimated $2.46K and bringing the position to 7,216 shares worth $777K. The position accounts for 0.04% of the portfolio, ranked #170.

NFP Retirement Inc first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $787K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

NFP Retirement Inc held 7,216 shares of iShares National Muni Bond ETF worth $777K as of Q2 2026.
NFP Retirement Inc bought 23 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.46K.
iShares National Muni Bond ETF made up 0.04% of NFP Retirement Inc's portfolio in Q2 2026, its #170 holding.
NFP Retirement Inc first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
NFP Retirement Inc's iShares National Muni Bond ETF position peaked at $787K in Q4 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.