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

Sowa 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 		– Sell
-10,021
Closed -$1.06M – 30
2026
Q1 		$1.06M Buy
10,021
+18
+0.2% +$1.94K 0.53% 19
2025
Q4 		$1.07M Buy
+10,003
New +$1.07M 0.56% 17
2025
Q1 		– Sell
-10,474
Closed -$1.12M – 30
2024
Q4 		$1.12M Buy
+10,474
New +$1.13M 0.7% 19
2023
Q4 		– Sell
-26,845
Closed -$2.75M – 34
2023
Q3 		$2.75M Buy
26,845
+84
+0.3% +$8.86K 2.07% 14
2023
Q2 		$2.86M Sell
26,761
-1,384
-5% -$148K 1.96% 15
2023
Q1 		$3.03M Sell
28,145
-1,041
-4% -$111K 2.17% 14
2022
Q4 		$3.08M Buy
29,186
+435
+2% +$45.3K 2.3% 14
2022
Q3 		$2.95M Sell
28,751
-1,005
-3% -$107K 2.33% 14
2022
Q2 		$3.17M Sell
29,756
-2,387
-7% -$255K 2.41% 15
2022
Q1 		$3.52M Buy
32,143
+286
+0.9% +$32.3K 2.11% 17
2021
Q4 		$3.7M Sell
31,857
-651
-2% -$75.6K 2.17% 16
2021
Q3 		$3.78M Buy
32,508
+102
+0.3% +$12K 2.45% 13
2021
Q2 		$3.8M Buy
32,406
+1,719
+6% +$201K 2.82% 13
2021
Q1 		$3.56M Buy
30,687
+1,587
+5% +$185K 2.51% 14
2020
Q4 		$3.41M Buy
29,100
+47
+0.2% +$5.46K 2.3% 13
2020
Q3 		$3.37M Buy
29,053
+1,300
+5% +$151K 2.41% 14
2020
Q2 		$3.2M Buy
27,753
+1,221
+5% +$139K 2.42% 14
2020
Q1 		$3M Buy
26,532
+836
+3% +$95.4K 2.64% 13
2019
Q4 		$2.93M Buy
+25,696
New +$2.93M 2.38% 14

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 $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Sowa Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 10,021 shares — an estimated $1.06M sold.

Sowa Financial Group first reported a position in MUB in Q4 2019 and held it in 19 quarters. The position peaked at $3.8M in Q2 2021. 1,627 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Sowa Financial Group reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sowa Financial Group sold 10,021 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.06M.
  • Sowa Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 19 quarters.
  • Sowa Financial Group's iShares National Muni Bond ETF position peaked at $3.8M in Q2 2021.
  • 1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.