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Advus Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Advus Financial Partners’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 		$6.57M Sell
64,984
-178
-0.3% -$18.7K 1.85% 12
2026
Q2 		$7.01M Sell
65,162
-240
-0.4% -$25.7K 2% 12
2026
Q1 		$6.94M Buy
65,402
+1,613
+3% +$173K 2.63% 9
2025
Q4 		$6.83M Buy
63,789
+2,940
+5% +$315K 2.45% 12
2025
Q3 		$6.48M Sell
60,849
-6,396
-10% -$669K 2.4% 11
2025
Q2 		$7.03M Sell
67,245
-3,481
-5% -$362K 2.77% 8
2025
Q1 		$7.46M Buy
70,726
+748
+1% +$79.5K 3.2% 8
2024
Q4 		$7.46M Buy
69,978
+8,127
+13% +$873K 3.19% 7
2024
Q3 		$6.72M Buy
61,851
+5,402
+10% +$582K 2.82% 8
2024
Q2 		$6.01M Buy
56,449
+399
+0.7% +$42.5K 2.68% 9
2024
Q1 		$6.03M Buy
56,050
+11,413
+26% +$1.23M 2.68% 9
2023
Q4 		$4.84M Buy
44,637
+148
+0.3% +$15.5K 2.37% 10
2023
Q3 		$4.56M Sell
44,489
-1,374
-3% -$145K 2.45% 10
2023
Q2 		$4.89M Buy
45,863
+1,594
+4% +$170K 2.6% 12
2023
Q1 		$4.77M Buy
44,269
+11,886
+37% +$1.27M 2.62% 10
2022
Q4 		$3.42M Buy
32,383
+6,988
+28% +$728K 1.93% 16
2022
Q3 		$2.61M Buy
25,395
+4,272
+20% +$454K 1.85% 15
2022
Q2 		$2.25M Buy
21,123
+11,634
+123% +$1.24M 1.55% 17
2022
Q1 		$1.04M Buy
9,489
+2,392
+34% +$270K 0.71% 26
2021
Q4 		$825K Hold
7,097
– – 0.59% 22
2021
Q3 		$825K Buy
+7,097
New +$832K 0.46% 30

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
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
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Advus Financial Partners's MUB Position: Q3 2026 in Review

Advus Financial Partners reduced its iShares National Muni Bond ETF (MUB) stake by 0.27% in Q3 2026, selling an estimated $18.7K and leaving 64,984 shares worth $6.57M. The position accounts for 1.85% of the portfolio, ranked #12.

Advus Financial Partners first reported a position in MUB in Q3 2021 and has held it in 21 quarters since. The position peaked at $7.46M in Q1 2025. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Advus Financial Partners held 64,984 shares of iShares National Muni Bond ETF worth $6.57M as of Q3 2026.
  • Advus Financial Partners sold 178 iShares National Muni Bond ETF shares in Q3 2026, an estimated $18.7K.
  • iShares National Muni Bond ETF made up 1.85% of Advus Financial Partners's portfolio in Q3 2026, its #12 holding.
  • Advus Financial Partners first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 21 quarters since.
  • Advus Financial Partners's iShares National Muni Bond ETF position peaked at $7.46M in Q1 2025.
  • 555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.