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S&A Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

S&A Financial Services’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 		$317K Buy
2,945
+556
+23% +$59.5K 0.19% 70
2026
Q1 		$254K Buy
+2,389
New +$257K 0.17% 76

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

S&A Financial Services's MUB Position: Q2 2026 in Review

S&A Financial Services increased its iShares National Muni Bond ETF (MUB) stake by 23% in Q2 2026, buying an estimated $59.5K and bringing the position to 2,945 shares worth $317K. The position accounts for 0.19% of the portfolio, ranked #70.

S&A Financial Services first reported a position in MUB in Q1 2026 and has held it in 2 quarters since. 1,632 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • S&A Financial Services held 2,945 shares of iShares National Muni Bond ETF worth $317K as of Q2 2026.
  • S&A Financial Services bought 556 iShares National Muni Bond ETF shares in Q2 2026, an estimated $59.5K.
  • iShares National Muni Bond ETF made up 0.19% of S&A Financial Services's portfolio in Q2 2026, its #70 holding.
  • S&A Financial Services first reported a position in iShares National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.