Amplius Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Amplius Wealth 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	–	Sell	-3,859	Closed	-$415K	–	234
2026 Q2	$415K	Buy	3,859 +398	+11%	+$42.6K	0.03%	143
2026 Q1	$367K	Buy	3,461 +271	+8%	+$29.1K	0.03%	132
2025 Q4	$342K	Buy	3,190 +32	+1%	+$3.43K	0.03%	134
2025 Q3	$336K	Buy	3,158 +25	+0.8%	+$2.62K	0.03%	133
2025 Q2	$327K	Buy	+3,133	New	+$326K	0.03%	149
2022 Q4	–	Sell	-17,677	Closed	-$1.81M	–	179
2022 Q3	$1.81M	Sell	17,677 -16,030	-48%	-$1.7M	0.32%	44
2022 Q2	$3.58M	Buy	+33,707	New	+$3.6M	0.58%	35
2022 Q1	–	Sell	-33	Closed	-$3K	–	634
2021 Q4	$3K	Buy	+33	New	+$3.83K	﹤0.01%	794

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

Amplius Wealth Advisors's MUB Position: Q3 2026 in Review

Amplius Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2026, closing a stake of 3,859 shares — an estimated $415K sold.

Amplius Wealth Advisors first reported a position in MUB in Q4 2021 and held it in 8 quarters. The position peaked at $3.58M in Q2 2022. 607 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Amplius Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Amplius Wealth Advisors sold 3,859 iShares National Muni Bond ETF shares in Q3 2026, an estimated $415K.
Amplius Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 8 quarters.
Amplius Wealth Advisors's iShares National Muni Bond ETF position peaked at $3.58M in Q2 2022.
607 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.