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Acima Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Acima Private Wealth’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 		$2.78M Buy
27,462
+2,667
+11% +$280K 0.81% 29
2026
Q2 		$2.67M Buy
24,795
+1,569
+7% +$168K 0.77% 29
2026
Q1 		$2.47M Buy
23,226
+1,067
+5% +$115K 0.77% 27
2025
Q4 		$2.37M Buy
22,159
+187
+0.9% +$20K 0.74% 27
2025
Q3 		$2.34M Buy
21,972
+1,379
+7% +$144K 0.73% 32
2025
Q2 		$2.15M Buy
20,593
+241
+1% +$25.1K 0.73% 32
2025
Q1 		$2.15M Buy
20,352
+762
+4% +$81K 0.77% 29
2024
Q4 		$2.09M Buy
19,590
+1,175
+6% +$126K 0.7% 32
2024
Q3 		$2M Buy
18,415
+1,491
+9% +$161K 0.67% 37
2024
Q2 		$1.8M Buy
16,924
+1,464
+9% +$156K 0.66% 36
2024
Q1 		$1.66M Buy
15,460
+1,344
+10% +$145K 0.61% 38
2023
Q4 		$1.53M Sell
14,116
-6,997
-33% -$731K 0.6% 36
2023
Q3 		$2.16M Buy
21,113
+377
+2% +$39.8K 0.96% 28
2023
Q2 		$2.21M Buy
20,736
+739
+4% +$79K 1.06% 28
2023
Q1 		$2.15M Sell
19,997
-4,771
-19% -$510K 1.06% 28
2022
Q4 		$2.61M Sell
24,768
-9,406
-28% -$980K 1.34% 22
2022
Q3 		$3.51M Buy
34,174
+700
+2% +$74.4K 1.8% 16
2022
Q2 		$3.56M Buy
33,474
+11,900
+55% +$1.27M 1.78% 16
2022
Q1 		$2.37M Buy
21,574
+9,616
+80% +$1.09M 1.09% 30
2021
Q4 		$1.39M Buy
11,958
+372
+3% +$43.2K 0.6% 48
2021
Q3 		$1.35M Buy
11,586
+3,185
+38% +$373K 0.62% 48
2021
Q2 		$985K Buy
8,401
+1,491
+22% +$174K 0.45% 59
2021
Q1 		$802K Buy
6,910
+6,042
+696% +$705K 0.39% 65
2020
Q4 		$102K Hold
868
– – 0.05% 137
2020
Q3 		$101K Buy
+868
New +$101K 0.06% 135

Other funds holding MUB

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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
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
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Acima Private Wealth's MUB Position: Q3 2026 in Review

Acima Private Wealth increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q3 2026, buying an estimated $280K and bringing the position to 27,462 shares worth $2.78M. The position accounts for 0.81% of the portfolio, ranked #29.

Acima Private Wealth first reported a position in MUB in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.56M in Q2 2022. 222 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Acima Private Wealth held 27,462 shares of iShares National Muni Bond ETF worth $2.78M as of Q3 2026.
  • Acima Private Wealth bought 2,667 iShares National Muni Bond ETF shares in Q3 2026, an estimated $280K.
  • iShares National Muni Bond ETF made up 0.81% of Acima Private Wealth's portfolio in Q3 2026, its #29 holding.
  • Acima Private Wealth first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Acima Private Wealth's iShares National Muni Bond ETF position peaked at $3.56M in Q2 2022.
  • 222 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.