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

SNS 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	$40.8M	Buy	379,368 +106,988	+39%	+$11.4M	0.78%	33
2026 Q1	$28.9M	Buy	272,380 +3,172	+1%	+$341K	2.49%	16
2025 Q4	$28.8M	Sell	269,208 -2,241	-0.8%	-$240K	2.48%	14
2025 Q3	$28.9M	Sell	271,449 -14,580	-5%	-$1.53M	2.51%	14
2025 Q2	$29.9M	Sell	286,029 -6,514	-2%	-$677K	2.84%	10
2025 Q1	$30.8M	Sell	292,543 -1,416	-0.5%	-$151K	3.14%	11
2024 Q4	$31.3M	Sell	293,959 -7,181	-2%	-$772K	3.21%	11
2024 Q3	$32.7M	Sell	301,140 -474	-0.2%	-$51.1K	3.28%	10
2024 Q2	$32.1M	Buy	301,614 +1,862	+0.6%	+$198K	3.45%	10
2024 Q1	$32.3M	Sell	299,752 -1,949	-0.6%	-$210K	3.54%	8
2023 Q4	$32.7M	Buy	301,701 +188,199	+166%	+$19.7M	3.87%	7
2023 Q3	$11.6M	Sell	113,502 -9,163	-7%	-$966K	1.54%	20
2023 Q2	$13.1M	Sell	122,665 -14,756	-11%	-$1.58M	1.71%	17
2023 Q1	$14.8M	Sell	137,421 -29,275	-18%	-$3.13M	1.94%	15
2022 Q4	$17.6M	Sell	166,696 -16,877	-9%	-$1.76M	2.37%	13
2022 Q3	$18.8M	Buy	183,573 +52,876	+40%	+$5.62M	2.71%	11
2022 Q2	$13.9M	Sell	130,697 -32,215	-20%	-$3.44M	1.81%	17
2022 Q1	$17.9M	Buy	162,912 +140,931	+641%	+$15.9M	1.98%	15
2021 Q4	$2.56M	Sell	21,981 -3,812	-15%	-$443K	0.27%	55
2021 Q3	$3M	Buy	25,793 +8,545	+50%	+$1M	0.36%	43
2021 Q2	$2.02M	Sell	17,248 -2,987	-15%	-$349K	0.26%	57
2021 Q1	$2.35M	Sell	20,235 -2,535	-11%	-$296K	0.31%	51
2020 Q4	$2.67M	Buy	22,770 +12,925	+131%	+$1.5M	0.38%	45
2020 Q3	$1.14M	Buy	9,845 +3,136	+47%	+$364K	0.18%	81
2020 Q2	$774K	Sell	6,709 -348	-5%	-$39.5K	0.14%	94
2020 Q1	$798K	Sell	7,057 -747	-10%	-$85.3K	0.15%	101
2019 Q4	$889K	Hold	7,804	–	–	0.16%	95
2019 Q3	$890K	Sell	7,804 -90	-1%	-$10.3K	0.17%	86
2019 Q2	$893K	Sell	7,894 -1,687	-18%	-$189K	0.17%	85
2019 Q1	$1.06M	Sell	9,581 -2,698	-22%	-$296K	0.23%	70
2018 Q4	$1.34M	Buy	+12,279	New	+$1.32M	0.33%	62

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

SNS Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 39% in Q2 2026, buying an estimated $11.4M and bringing the position to 379,368 shares worth $40.8M. The position accounts for 0.78% of the portfolio, ranked #33.

SNS Financial Group first reported a position in MUB in Q4 2018 and has held it in 31 quarters since. 1,316 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

SNS Financial Group held 379,368 shares of iShares National Muni Bond ETF worth $40.8M as of Q2 2026.
SNS Financial Group bought 106,988 iShares National Muni Bond ETF shares in Q2 2026, an estimated $11.4M.
iShares National Muni Bond ETF made up 0.78% of SNS Financial Group's portfolio in Q2 2026, its #33 holding.
SNS Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
1,316 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.