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

Sovereign 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	$1.26M	Buy	11,714 +822	+8%	+$87.9K	0.19%	91
2026 Q1	$1.16M	Buy	10,892 +7,898	+264%	+$849K	0.2%	92
2025 Q4	$321K	Buy	2,994 +930	+45%	+$99.6K	0.06%	258
2025 Q3	$220K	Buy	+2,064	New	+$216K	0.04%	301
2023 Q3	–	Sell	-2,064	Closed	-$220K	–	245
2023 Q2	$220K	Sell	2,064 -351	-15%	-$37.5K	0.07%	217
2023 Q1	$260K	Buy	2,415 +39	+2%	+$4.17K	0.1%	189
2022 Q4	$251K	Buy	+2,376	New	+$248K	0.1%	187

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Sovereign Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 7.5% in Q2 2026, buying an estimated $87.9K and bringing the position to 11,714 shares worth $1.26M. The position accounts for 0.19% of the portfolio, ranked #91.

Sovereign Financial Group first reported a position in MUB in Q4 2022 and has held it in 7 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Sovereign Financial Group held 11,714 shares of iShares National Muni Bond ETF worth $1.26M as of Q2 2026.
Sovereign Financial Group bought 822 iShares National Muni Bond ETF shares in Q2 2026, an estimated $87.9K.
iShares National Muni Bond ETF made up 0.19% of Sovereign Financial Group's portfolio in Q2 2026, its #91 holding.
Sovereign Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 7 quarters since.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.