Affinity Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Affinity Capital Advisors’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	$227K	Hold	2,244	–	–	0.03%	202
2026 Q2	$241K	Sell	2,244 -314	-12%	-$33.6K	0.03%	175
2026 Q1	$272K	Buy	2,558 +444	+21%	+$47.7K	0.04%	141
2025 Q4	$226K	Hold	2,114	–	–	0.03%	158
2025 Q3	$225K	Buy	+2,114	New	+$221K	0.03%	147
2025 Q2	–	Sell	-2,115	Closed	-$216K	–	162
2025 Q1	$216K	Buy	+2,115	New	+$225K	0.04%	146

Other funds holding MUB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Affinity Capital Advisors's MUB Position: Q3 2026 in Review

Affinity Capital Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 2,244 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #202.

Affinity Capital Advisors first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $272K in Q1 2026. 498 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Affinity Capital Advisors held 2,244 shares of iShares National Muni Bond ETF worth $227K as of Q3 2026.
Affinity Capital Advisors left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
iShares National Muni Bond ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q3 2026, its #202 holding.
Affinity Capital Advisors first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Affinity Capital Advisors's iShares National Muni Bond ETF position peaked at $272K in Q1 2026.
498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.