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 Q2	$713K	Buy	6,624 +587	+10%	+$62.8K	0.07%	170
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 $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 $80.9B AUM 26.08% 1-Year Est. Return

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

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

Victory Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 9.7% in Q2 2026, buying an estimated $62.8K and bringing the position to 6,624 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #170.

Victory Financial Group first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $813K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Victory Financial Group held 6,624 shares of iShares National Muni Bond ETF worth $713K as of Q2 2026.
Victory Financial Group bought 587 iShares National Muni Bond ETF shares in Q2 2026, an estimated $62.8K.
iShares National Muni Bond ETF made up 0.07% of Victory Financial Group's portfolio in Q2 2026, its #170 holding.
Victory Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Victory Financial Group's iShares National Muni Bond ETF position peaked at $813K in Q4 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.