Northstar Financial Companies’s iShares National Muni Bond ETF MUB Stock Holding History

Northstar Financial Companies’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	$740K	Buy	6,875 +1,859	+37%	+$199K	0.5%	52
2026 Q1	$532K	Buy	5,016 +223	+5%	+$24K	0.42%	57
2025 Q4	$513K	Buy	4,793 +1,926	+67%	+$206K	0.41%	60
2025 Q3	$305K	Buy	+2,867	New	+$300K	0.28%	77

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Northstar Financial Companies's MUB Position: Q2 2026 in Review

Northstar Financial Companies increased its iShares National Muni Bond ETF (MUB) stake by 37% in Q2 2026, buying an estimated $199K and bringing the position to 6,875 shares worth $740K. The position accounts for 0.5% of the portfolio, ranked #52.

Northstar Financial Companies first reported a position in MUB in Q3 2025 and has held it in 4 quarters since. 1,132 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Northstar Financial Companies held 6,875 shares of iShares National Muni Bond ETF worth $740K as of Q2 2026.
Northstar Financial Companies bought 1,859 iShares National Muni Bond ETF shares in Q2 2026, an estimated $199K.
iShares National Muni Bond ETF made up 0.5% of Northstar Financial Companies's portfolio in Q2 2026, its #52 holding.
Northstar Financial Companies first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,132 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.