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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sovereign Financial Group's MUB Position: Q1 2026 in Review

Sovereign Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 264% in Q1 2026, buying an estimated $849K and bringing the position to 10,892 shares worth $1.16M. The position accounts for 0.2% of the portfolio, ranked #92.

Sovereign Financial Group first reported a position in MUB in Q4 2022 and has held it in 6 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Sovereign Financial Group held 10,892 shares of iShares National Muni Bond ETF worth $1.16M as of Q1 2026.
  • Sovereign Financial Group bought 7,898 iShares National Muni Bond ETF shares in Q1 2026, an estimated $849K.
  • iShares National Muni Bond ETF made up 0.2% of Sovereign Financial Group's portfolio in Q1 2026, its #92 holding.
  • Sovereign Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.