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TS Financial Group (TSFG)’s iShares National Muni Bond ETF MUB Stock Holding History

TS Financial Group (TSFG)’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 		$729K Buy
6,774
+13
+0.2% +$1.39K 0.09% 102
2026
Q1 		$718K Sell
6,761
-1,085
-14% -$117K 0.11% 95
2025
Q4 		$840K Buy
7,846
+92
+1% +$9.85K 0.13% 91
2025
Q3 		$826K Sell
7,754
-575
-7% -$60.2K 0.13% 92
2025
Q2 		$870K Sell
8,329
-2,806
-25% -$292K 0.16% 86
2025
Q1 		$1.17M Sell
11,135
-2,167
-16% -$230K 0.24% 61
2024
Q4 		$1.42M Buy
13,302
+339
+3% +$36.4K 0.29% 57
2024
Q3 		$1.41M Buy
12,963
+529
+4% +$57K 0.31% 54
2024
Q2 		$1.32M Buy
12,434
+23
+0.2% +$2.45K 0.31% 54
2024
Q1 		$1.33M Buy
12,411
+16
+0.1% +$1.73K 0.34% 54
2023
Q4 		$1.34M Buy
12,395
+1,430
+13% +$149K 0.42% 44
2023
Q3 		$1.12M Buy
10,965
+21
+0.2% +$2.21K 0.4% 53
2023
Q2 		$1.17M Buy
10,944
+20
+0.2% +$2.14K 0.44% 49
2023
Q1 		$1.18M Sell
10,924
-957
-8% -$102K 0.44% 51
2022
Q4 		$1.25M Buy
11,881
+11,854
+43,904% +$1.24M 0.5% 47
2022
Q3 		$3K Hold
27
– – ﹤0.01% 718
2022
Q2 		$3K Hold
27
– – ﹤0.01% 725
2022
Q1 		$3K Hold
27
– – ﹤0.01% 721
2021
Q4 		$3K Hold
27
– – ﹤0.01% 725
2021
Q3 		$3K Hold
27
– – ﹤0.01% 708
2021
Q2 		$3K Hold
27
– – ﹤0.01% 706
2021
Q1 		$3K Hold
27
– – ﹤0.01% 640
2020
Q4 		$3K Hold
27
– – ﹤0.01% 678
2020
Q3 		$3K Hold
27
– – ﹤0.01% 605
2020
Q2 		$3K Hold
27
– – ﹤0.01% 589
2020
Q1 		$3K Sell
27
-70
-72% -$7.99K ﹤0.01% 548
2019
Q4 		$11K Hold
97
– – 0.01% 415
2019
Q3 		$11K Hold
97
– – 0.01% 398
2019
Q2 		$11K Hold
97
– – 0.01% 391
2019
Q1 		$11K Buy
+97
New +$10.6K 0.01% 382

Other funds holding MUB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TS Financial Group (TSFG)'s MUB Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its iShares National Muni Bond ETF (MUB) stake by 0.19% in Q2 2026, buying an estimated $1.39K and bringing the position to 6,774 shares worth $729K. The position accounts for 0.09% of the portfolio, ranked #102.

TS Financial Group (TSFG) first reported a position in MUB in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.42M in Q4 2024. 734 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • TS Financial Group (TSFG) held 6,774 shares of iShares National Muni Bond ETF worth $729K as of Q2 2026.
  • TS Financial Group (TSFG) bought 13 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.39K.
  • iShares National Muni Bond ETF made up 0.09% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #102 holding.
  • TS Financial Group (TSFG) first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s iShares National Muni Bond ETF position peaked at $1.42M in Q4 2024.
  • 734 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.