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

Victory 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 Q1	$641K	Sell	6,037 -1,554	-20%	-$167K	0.08%	166
2025 Q4	$813K	Buy	7,591 +1,476	+24%	+$158K	0.1%	132
2025 Q3	$651K	Buy	6,115 +1,612	+36%	+$169K	0.09%	121
2025 Q2	$470K	Buy	+4,503	New	+$468K	0.07%	126
2025 Q1	–	Sell	-2,464	Closed	-$263K	–	189
2024 Q4	$263K	Buy	+2,464	New	+$265K	0.07%	114

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Financial Group's MUB Position: Q1 2026 in Review

Victory Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 20% in Q1 2026, selling an estimated $167K and leaving 6,037 shares worth $641K. The position accounts for 0.08% of the portfolio, ranked #166.

Victory Financial Group first reported a position in MUB in Q4 2024 and has held it in 5 quarters since. The position peaked at $813K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Victory Financial Group held 6,037 shares of iShares National Muni Bond ETF worth $641K as of Q1 2026.
Victory Financial Group sold 1,554 iShares National Muni Bond ETF shares in Q1 2026, an estimated $167K.
iShares National Muni Bond ETF made up 0.08% of Victory Financial Group's portfolio in Q1 2026, its #166 holding.
Victory Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 5 quarters since.
Victory Financial Group's iShares National Muni Bond ETF position peaked at $813K in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.