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

Alterna 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	$658K	Buy	6,509 +53	+0.8%	+$5.56K	0.36%	63
2026 Q2	$695K	Buy	6,456 +4,316	+202%	+$462K	0.4%	58
2026 Q1	$227K	Buy	2,140 +244	+13%	+$26.2K	0.17%	95
2025 Q4	$203K	Buy	+1,896	New	+$203K	0.17%	98
2022 Q1	–	Sell	-3,956	Closed	-$460K	–	141
2021 Q4	$460K	Buy	+3,956	New	+$459K	0.38%	52
2020 Q2	–	Sell	-3,163	Closed	-$357K	–	110
2020 Q1	$357K	Buy	3,163 +175	+6%	+$20K	0.52%	46
2019 Q4	$340K	Buy	+2,988	New	+$340K	0.38%	58

Other funds holding MUB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

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

Alterna Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.82% in Q3 2026, buying an estimated $5.56K and bringing the position to 6,509 shares worth $658K. The position accounts for 0.36% of the portfolio, ranked #63.

Alterna Wealth Management first reported a position in MUB in Q4 2019 and has held it in 7 quarters since. The position peaked at $695K in Q2 2026. 1,110 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Alterna Wealth Management held 6,509 shares of iShares National Muni Bond ETF worth $658K as of Q3 2026.
Alterna Wealth Management bought 53 iShares National Muni Bond ETF shares in Q3 2026, an estimated $5.56K.
iShares National Muni Bond ETF made up 0.36% of Alterna Wealth Management's portfolio in Q3 2026, its #63 holding.
Alterna Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 7 quarters since.
Alterna Wealth Management's iShares National Muni Bond ETF position peaked at $695K in Q2 2026.
1,110 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.