ABLE Financial Group
MUB icon

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

ABLE 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
Q3 		$556K Sell
5,496
-5,945
-52% -$624K 0.09% 135
2026
Q2 		$1.23M Sell
11,441
-935
-8% -$100K 0.21% 84
2026
Q1 		$1.31M Sell
12,376
-2,244
-15% -$241K 0.26% 76
2025
Q4 		$1.57M Sell
14,620
-268
-2% -$28.7K 0.32% 61
2025
Q3 		$1.59M Sell
14,888
-10,601
-42% -$1.11M 0.34% 62
2025
Q2 		$2.66M Buy
25,489
+13,643
+115% +$1.42M 0.64% 38
2025
Q1 		$1.25M Sell
11,846
-3,694
-24% -$393K 0.35% 55
2024
Q4 		$1.66M Sell
15,540
-2,881
-16% -$310K 0.49% 46
2024
Q3 		$2M Buy
18,421
+530
+3% +$57.1K 0.62% 34
2024
Q2 		$1.91M Sell
17,891
-777
-4% -$82.8K 0.69% 31
2024
Q1 		$2.01M Sell
18,668
-2,367
-11% -$255K 0.79% 29
2023
Q4 		$2.28M Buy
21,035
+18,805
+843% +$1.97M 0.99% 24
2023
Q3 		$229K Sell
2,230
-528
-19% -$55.7K 0.11% 120
2023
Q2 		$294K Buy
+2,758
New +$295K 0.15% 107

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Farther Finance Advisors
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Prime Capital Investment Advisors
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Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
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Gradient Investments
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ABLE Financial Group's MUB Position: Q3 2026 in Review

ABLE Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 52% in Q3 2026, selling an estimated $624K and leaving 5,496 shares worth $556K. The position accounts for 0.09% of the portfolio, ranked #135.

ABLE Financial Group first reported a position in MUB in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.66M in Q2 2025. 504 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • ABLE Financial Group held 5,496 shares of iShares National Muni Bond ETF worth $556K as of Q3 2026.
  • ABLE Financial Group sold 5,945 iShares National Muni Bond ETF shares in Q3 2026, an estimated $624K.
  • iShares National Muni Bond ETF made up 0.09% of ABLE Financial Group's portfolio in Q3 2026, its #135 holding.
  • ABLE Financial Group first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • ABLE Financial Group's iShares National Muni Bond ETF position peaked at $2.66M in Q2 2025.
  • 504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.