Able Wealth Management
MUB icon

Able Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Able Wealth Management’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 		$3.88M Buy
38,381
+13,000
+51% +$1.36M 0.85% 32
2026
Q2 		$2.73M Buy
25,381
+11,347
+81% +$1.21M 0.63% 37
2026
Q1 		$1.49M Buy
14,034
+9,376
+201% +$1.01M 0.4% 47
2025
Q4 		$499K Buy
4,658
+593
+15% +$63.5K 0.16% 73
2025
Q3 		$433K Sell
4,065
-305
-7% -$31.9K 0.16% 70
2025
Q2 		$457K Buy
4,370
+863
+25% +$89.7K 0.23% 66
2025
Q1 		$370K Buy
3,507
+383
+12% +$40.7K 0.22% 73
2024
Q4 		$333K Buy
3,124
+94
+3% +$10.1K 0.22% 67
2024
Q3 		$329K Sell
3,030
-2,091
-41% -$225K 0.25% 66
2024
Q2 		$546K Sell
5,121
-1,521
-23% -$162K 0.45% 45
2024
Q1 		$715K Buy
6,642
+828
+14% +$89.3K 0.62% 34
2023
Q4 		$630K Buy
+5,814
New +$608K 0.57% 32

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
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

Able Wealth Management's MUB Position: Q3 2026 in Review

Able Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 51% in Q3 2026, buying an estimated $1.36M and bringing the position to 38,381 shares worth $3.88M. The position accounts for 0.85% of the portfolio, ranked #32.

Able Wealth Management first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. 607 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Able Wealth Management held 38,381 shares of iShares National Muni Bond ETF worth $3.88M as of Q3 2026.
  • Able Wealth Management bought 13,000 iShares National Muni Bond ETF shares in Q3 2026, an estimated $1.36M.
  • iShares National Muni Bond ETF made up 0.85% of Able Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Able Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 607 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.