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

SevenBridge Financial Group’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 		$2.96M Sell
27,983
-4,091
-13% -$438K 0.44% 71
2026
Q1 		$3.44M Sell
32,074
-2,426
-7% -$261K 0.54% 60
2025
Q4 		$3.71M Buy
34,500
+2,884
+9% +$309K 0.6% 55
2025
Q3 		$3.39M Buy
31,616
+643
+2% +$67.3K 0.56% 65
2025
Q2 		$3.23M Sell
30,973
-2,309
-7% -$240K 0.57% 57
2025
Q1 		$3.47M Sell
33,282
-4,393
-12% -$467K 0.68% 46
2024
Q4 		$4.02M Sell
37,675
-675
-2% -$72.5K 0.76% 42
2024
Q3 		$4.12M Sell
38,350
-739
-2% -$79.6K 0.79% 38
2024
Q2 		$4.22M Buy
39,089
+755
+2% +$80.4K 0.93% 30
2024
Q1 		$4.09M Sell
38,334
-178
-0.5% -$19.2K 0.93% 31
2023
Q4 		$4.18M Buy
38,512
+1,287
+3% +$134K 0.99% 29
2023
Q3 		$3.82M Buy
37,225
+2,978
+9% +$314K 0.99% 30
2023
Q2 		$3.66M Buy
34,247
+1,622
+5% +$173K 0.94% 33
2023
Q1 		$3.52M Sell
32,625
-2,958
-8% -$316K 0.97% 32
2022
Q4 		$3.75M Buy
35,583
+32,811
+1,184% +$3.42M 1.1% 28
2022
Q3 		$284K Sell
2,772
-173
-6% -$18.4K 0.1% 142
2022
Q2 		$313K Hold
2,945
– – 0.13% 112
2022
Q1 		$323K Hold
2,945
– – 0.11% 122
2021
Q4 		$342K Hold
2,945
– – 0.1% 136
2021
Q3 		$342K Buy
+2,945
New +$345K 0.11% 125

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

SevenBridge Financial Group's MUB Position: Q2 2026 in Review

SevenBridge Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 13% in Q2 2026, selling an estimated $438K and leaving 27,983 shares worth $2.96M. The position accounts for 0.44% of the portfolio, ranked #71.

SevenBridge Financial Group first reported a position in MUB in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.22M in Q2 2024. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • SevenBridge Financial Group held 27,983 shares of iShares National Muni Bond ETF worth $2.96M as of Q2 2026.
  • SevenBridge Financial Group sold 4,091 iShares National Muni Bond ETF shares in Q2 2026, an estimated $438K.
  • iShares National Muni Bond ETF made up 0.44% of SevenBridge Financial Group's portfolio in Q2 2026, its #71 holding.
  • SevenBridge Financial Group first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • SevenBridge Financial Group's iShares National Muni Bond ETF position peaked at $4.22M in Q2 2024.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.