Act Wealth Management
MUB icon

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

Act 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 		$1.08M Buy
10,714
+1,193
+13% +$125K 0.32% 22
2026
Q2 		$1.02M Buy
9,521
+730
+8% +$78.1K 0.3% 21
2026
Q1 		$933K Buy
8,791
+2,242
+34% +$241K 0.31% 22
2025
Q4 		$701K Buy
6,549
+4,444
+211% +$476K 0.23% 28
2025
Q3 		$224K Sell
2,105
-50
-2% -$5.23K 0.08% 48
2025
Q2 		$225K Sell
2,155
-2,596
-55% -$270K 0.1% 47
2025
Q1 		$501K Buy
4,751
+55
+1% +$5.85K 0.23% 26
2024
Q4 		$500K Buy
4,696
+592
+14% +$63.6K 0.23% 24
2024
Q3 		$446K Buy
4,104
+54
+1% +$5.82K 0.2% 26
2024
Q2 		$432K Buy
4,050
+24
+0.6% +$2.56K 0.21% 23
2024
Q1 		$433K Sell
4,026
-2,000
-33% -$216K 0.22% 22
2023
Q4 		$653K Buy
+6,026
New +$630K 0.35% 18
2023
Q3 		– Sell
-2,216
Closed -$237K – 42
2023
Q2 		$237K Buy
2,216
+50
+2% +$5.34K 0.13% 35
2023
Q1 		$233K Buy
2,166
+41
+2% +$4.38K 0.14% 32
2022
Q4 		$224K Sell
2,125
-113
-5% -$11.8K 0.14% 36
2022
Q3 		$230K Buy
+2,238
New +$238K 0.16% 29

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
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
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
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

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

Act Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 13% in Q3 2026, buying an estimated $125K and bringing the position to 10,714 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #22.

Act Wealth Management first reported a position in MUB in Q3 2022 and has held it in 16 quarters since. 458 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Act Wealth Management held 10,714 shares of iShares National Muni Bond ETF worth $1.08M as of Q3 2026.
  • Act Wealth Management bought 1,193 iShares National Muni Bond ETF shares in Q3 2026, an estimated $125K.
  • iShares National Muni Bond ETF made up 0.32% of Act Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Act Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 458 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.