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

Roxbury Financial’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 		$17.3K Buy
161
+1
+0.6% +$107 0.01% 280
2026
Q1 		$17K Buy
160
+1
+0.6% +$108 0.02% 273
2025
Q4 		$17K Buy
159
+2
+1% +$214 0.02% 264
2025
Q3 		$16.8K Buy
157
+1
+0.6% +$105 0.02% 260
2025
Q2 		$16.3K Sell
156
-187
-55% -$19.4K 0.02% 258
2025
Q1 		$36.9K Buy
343
+3
+0.9% +$319 0.04% 190
2024
Q4 		$37K Buy
+340
New +$36.5K 0.04% 189

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

Roxbury Financial's MUB Position: Q2 2026 in Review

Roxbury Financial increased its iShares National Muni Bond ETF (MUB) stake by 0.63% in Q2 2026, buying an estimated $107 and bringing the position to 161 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #280.

Roxbury Financial first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $37K in Q4 2024. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Roxbury Financial held 161 shares of iShares National Muni Bond ETF worth $17.3K as of Q2 2026.
  • Roxbury Financial bought 1 iShares National Muni Bond ETF share in Q2 2026, an estimated $107.
  • iShares National Muni Bond ETF made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #280 holding.
  • Roxbury Financial first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's iShares National Muni Bond ETF position peaked at $37K in Q4 2024.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.