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

Succession Financial’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	$638K	Buy	+5,926	New	+$634K	0.61%	17

Other funds holding MUB

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 $80B AUM 26.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Succession Financial's MUB Position: Q2 2026 in Review

Succession Financial opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 5,926 shares worth $638K. The stake represents 0.61% of the portfolio and ranks #17 among its holdings.

1,587 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Succession Financial held 5,926 shares of iShares National Muni Bond ETF worth $638K as of Q2 2026.
iShares National Muni Bond ETF was a new Succession Financial position in Q2 2026.
iShares National Muni Bond ETF made up 0.61% of Succession Financial's portfolio in Q2 2026, its #17 holding.
1,587 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.