Oxford Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $90.5M | Buy |
840,791
+10,697
| +1% | +$1.14M | 4.58% | 7 |
|
|
2026
Q1 | $88.1M | Sell |
830,094
-6,029
| -0.7% | -$648K | 4.74% | 7 |
|
|
2025
Q4 | $89.6M | Sell |
836,123
-29,162
| -3% | -$3.12M | 4.92% | 7 |
|
|
2025
Q3 | $92.1M | Sell |
865,285
-81,588
| -9% | -$8.54M | 5.21% | 7 |
|
|
2025
Q2 | $98.9M | Sell |
946,873
-11,744
| -1% | -$1.22M | 5.88% | 5 |
|
|
2025
Q1 | $101M | Buy |
958,617
+2,961
| +0.3% | +$315K | 7.09% | 4 |
|
|
2024
Q4 | $102M | Sell |
955,656
-11,922
| -1% | -$1.28M | 6.59% | 5 |
|
|
2024
Q3 | $105M | Sell |
967,578
-9,169
| -0.9% | -$988K | 6.66% | 4 |
|
|
2024
Q2 | $104M | Buy |
976,747
+20,193
| +2% | +$2.15M | 6.87% | 3 |
|
|
2024
Q1 | $103M | Sell |
956,554
-17,855
| -2% | -$1.93M | 7.14% | 3 |
|
|
2023
Q4 | $106M | Sell |
974,409
-9,172
| -0.9% | -$958K | 7.75% | 3 |
|
|
2023
Q3 | $101M | Sell |
983,581
-1,976
| -0.2% | -$208K | 8.72% | 3 |
|
|
2023
Q2 | $105M | Buy |
985,557
+22,390
| +2% | +$2.39M | 10% | 3 |
|
|
2023
Q1 | $104M | Sell |
963,167
-21,006
| -2% | -$2.24M | 11.64% | 2 |
|
|
2022
Q4 | $104M | Buy |
984,173
+932,923
| +1,820% | +$97.2M | 12.1% | 1 |
|
|
2022
Q3 | $5.26M | Buy |
51,250
+50,510
| +6,826% | +$5.37M | 0.79% | 20 |
|
|
2022
Q2 | $79K | Buy |
+740
| New | +$79K | 0.01% | 211 |
|
|
2021
Q2 | – | Sell |
-8,591
| Closed | -$997K | – | 237 |
|
|
2021
Q1 | $997K | Sell |
8,591
-7
| -0.1% | -$816 | 0.14% | 68 |
|
|
2020
Q4 | $1.01M | Buy |
8,598
+7
| +0.1% | +$813 | 0.15% | 64 |
|
|
2020
Q3 | $996K | Hold |
8,591
| – | – | 0.16% | 54 |
|
|
2020
Q2 | $991K | Sell |
8,591
-1,025
| -11% | -$116K | 0.17% | 54 |
|
|
2020
Q1 | $1.09M | Hold |
9,616
| – | – | 0.22% | 45 |
|
|
2019
Q4 | $1.09M | Buy |
9,616
+1,025
| +12% | +$117K | 0.3% | 34 |
|
|
2019
Q3 | $980K | Hold |
8,591
| – | – | 0.31% | 32 |
|
|
2019
Q2 | $972K | Hold |
8,591
| – | – | 0.32% | 28 |
|
|
2019
Q1 | $955K | Hold |
8,591
| – | – | 0.34% | 28 |
|
|
2018
Q4 | $937K | Sell |
8,591
-2,401
| -22% | -$258K | 0.31% | 25 |
|
|
2018
Q3 | $1.19M | Hold |
10,992
| – | – | 0.55% | 16 |
|
|
2018
Q2 | $1.2M | Hold |
10,992
| – | – | 0.62% | 15 |
|
|
2018
Q1 | $1.2M | Hold |
10,992
| – | – | 0.69% | 15 |
|
|
2017
Q4 | $1.22M | Hold |
10,992
| – | – | 0.83% | 12 |
|
|
2017
Q3 | $1.22M | Hold |
10,992
| – | – | 0.84% | 14 |
|
|
2017
Q2 | $1.21M | Hold |
10,992
| – | – | 0.93% | 12 |
|
|
2017
Q1 | $1.2M | Sell |
10,992
-26,019
| -70% | -$2.82M | 1.04% | 11 |
|
|
2016
Q4 | $4M | Buy |
+37,011
| New | +$4.05M | 3.69% | 6 |
|
Other funds holding MUB
Oxford Financial Group's MUB Position: Q2 2026 in Review
Oxford Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q2 2026, buying an estimated $1.14M and bringing the position to 840,791 shares worth $90.5M. The position accounts for 4.58% of the portfolio, ranked #7.
Oxford Financial Group first reported a position in MUB in Q4 2016 and has held it in 35 quarters since. The position peaked at $106M in Q4 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.
- Oxford Financial Group held 840,791 shares of iShares National Muni Bond ETF worth $90.5M as of Q2 2026.
- Oxford Financial Group bought 10,697 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.14M.
- iShares National Muni Bond ETF made up 4.58% of Oxford Financial Group's portfolio in Q2 2026, its #7 holding.
- Oxford Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 35 quarters since.
- Oxford Financial Group's iShares National Muni Bond ETF position peaked at $106M in Q4 2023.
- 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.
Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.