SF
MUB icon

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

Symphony 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 		$3.52M Sell
32,721
-749
-2% -$80.1K 0.39% 58
2026
Q1 		$3.55M Buy
33,470
+1,946
+6% +$209K 0.47% 53
2025
Q4 		$3.38M Buy
31,524
+1,967
+7% +$211K 0.45% 54
2025
Q3 		$3.15M Buy
29,557
+1,538
+5% +$161K 0.38% 62
2025
Q2 		$3.04M Buy
28,019
+539
+2% +$56K 0.4% 61
2025
Q1 		$2.83M Sell
27,480
-8,497
-24% -$904K 1.68% 15
2024
Q4 		$3.83M Buy
35,977
+10,150
+39% +$1.09M 0.6% 46
2024
Q3 		$2.8M Buy
25,827
+559
+2% +$60.2K 0.46% 51
2024
Q2 		$2.69M Buy
25,268
+426
+2% +$45.4K 0.49% 52
2024
Q1 		$2.67M Sell
24,842
-2,187
-8% -$236K 0.62% 42
2023
Q4 		$2.93M Buy
27,029
+10,226
+61% +$1.07M 0.63% 40
2023
Q3 		$1.71M Buy
16,803
+4,055
+32% +$428K 0.42% 45
2023
Q2 		$1.35M Buy
+12,748
New +$1.36M 0.33% 66
2021
Q4 		– Sell
-2,163
Closed -$251K – 184
2021
Q3 		$251K Sell
2,163
-159
-7% -$18.6K 0.09% 157
2021
Q2 		$272K Sell
2,322
-136
-6% -$15.9K 0.09% 146
2021
Q1 		$285K Buy
2,458
+206
+9% +$24K 0.08% 160
2020
Q4 		$264K Buy
2,252
+14
+0.6% +$1.63K 0.09% 138
2020
Q3 		$259K Buy
+2,238
New +$260K 0.11% 116

Other funds holding MUB

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Symphony Financial's MUB Position: Q2 2026 in Review

Symphony Financial reduced its iShares National Muni Bond ETF (MUB) stake by 2.2% in Q2 2026, selling an estimated $80.1K and leaving 32,721 shares worth $3.52M. The position accounts for 0.39% of the portfolio, ranked #58.

Symphony Financial first reported a position in MUB in Q3 2020 and has held it in 18 quarters since. The position peaked at $3.83M in Q4 2024. 1,465 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Symphony Financial held 32,721 shares of iShares National Muni Bond ETF worth $3.52M as of Q2 2026.
  • Symphony Financial sold 749 iShares National Muni Bond ETF shares in Q2 2026, an estimated $80.1K.
  • iShares National Muni Bond ETF made up 0.39% of Symphony Financial's portfolio in Q2 2026, its #58 holding.
  • Symphony Financial first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 18 quarters since.
  • Symphony Financial's iShares National Muni Bond ETF position peaked at $3.83M in Q4 2024.
  • 1,465 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.