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

Team 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	$248K	Buy	2,300 +7	+0.3%	+$749	0.11%	49
2026 Q1	$243K	Buy	2,293 +5	+0.2%	+$538	0.11%	42
2025 Q4	$245K	Buy	2,288 +10	+0.4%	+$1.07K	0.11%	41
2025 Q3	$243K	Sell	2,278 -89	-4%	-$9.31K	0.11%	41
2025 Q2	$247K	Buy	+2,367	New	+$246K	0.12%	39
2024 Q1	–	Sell	-1,732	Closed	-$188K	–	149
2023 Q4	$188K	Sell	1,732 -98	-5%	-$10.2K	0.13%	33
2023 Q3	$188K	Buy	+1,830	New	+$193K	0.16%	32

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

Team Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 0.31% in Q2 2026, buying an estimated $749 and bringing the position to 2,300 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #49.

Team Financial Group first reported a position in MUB in Q3 2023 and has held it in 7 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Team Financial Group held 2,300 shares of iShares National Muni Bond ETF worth $248K as of Q2 2026.
Team Financial Group bought 7 iShares National Muni Bond ETF shares in Q2 2026, an estimated $749.
iShares National Muni Bond ETF made up 0.11% of Team Financial Group's portfolio in Q2 2026, its #49 holding.
Team Financial Group first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 7 quarters since.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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