Accurate Wealth Management
MUB icon

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

Accurate 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 		$608K Buy
5,971
+2,601
+77% +$273K 0.05% 333
2026
Q2 		$361K Buy
3,370
+868
+35% +$92.8K 0.03% 417
2026
Q1 		$267K Sell
2,502
-17,118
-87% -$1.84M 0.03% 441
2025
Q4 		$2.11M Sell
19,620
-92
-0.5% -$9.8K 0.27% 86
2025
Q3 		$2.11M Sell
19,712
-1,840
-9% -$193K 0.28% 86
2025
Q2 		$2.25M Sell
21,552
-1,008
-4% -$105K 0.34% 75
2025
Q1 		$2.31M Sell
22,560
-3,332
-13% -$354K 0.44% 62
2024
Q4 		$2.74M Sell
25,892
-373
-1% -$40.1K 0.53% 48
2024
Q3 		$2.84M Buy
26,265
+1,340
+5% +$144K 0.57% 48
2024
Q2 		$2.67M Buy
24,925
+530
+2% +$56.4K 0.64% 45
2024
Q1 		$2.6M Buy
24,395
+15
+0.1% +$1.62K 0.76% 42
2023
Q4 		$2.65M Sell
24,380
-1,128
-4% -$118K 0.82% 31
2023
Q3 		$2.6M Buy
25,508
+13,777
+117% +$1.45M 0.81% 32
2023
Q2 		$1.25M Sell
11,731
-11,748
-50% -$1.26M 0.39% 61
2023
Q1 		$2.54M Buy
23,479
+17,801
+314% +$1.9M 0.87% 20
2022
Q4 		$607K Buy
+5,678
New +$592K 0.22% 87

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Accurate Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 77% in Q3 2026, buying an estimated $273K and bringing the position to 5,971 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #333.

Accurate Wealth Management first reported a position in MUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.84M in Q3 2024. 1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Accurate Wealth Management held 5,971 shares of iShares National Muni Bond ETF worth $608K as of Q3 2026.
  • Accurate Wealth Management bought 2,601 iShares National Muni Bond ETF shares in Q3 2026, an estimated $273K.
  • iShares National Muni Bond ETF made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #333 holding.
  • Accurate Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Accurate Wealth Management's iShares National Muni Bond ETF position peaked at $2.84M in Q3 2024.
  • 1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.