Annex Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Annex Advisory Services’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	$3.75M	Buy	37,127 +30,814	+488%	+$3.23M	0.06%	116
2026 Q2	$679K	Sell	6,313 -324	-5%	-$34.6K	0.01%	224
2026 Q1	$705K	Sell	6,637 -93	-1%	-$10K	0.01%	213
2025 Q4	$721K	Buy	6,730 +1,593	+31%	+$171K	0.01%	205
2025 Q3	$547K	Sell	5,137 -5,371	-51%	-$562K	0.01%	208
2025 Q2	$1.1M	Buy	10,508 +3,951	+60%	+$411K	0.03%	155
2025 Q1	$691K	Sell	6,557 -6,703	-51%	-$713K	0.02%	191
2024 Q4	$1.41M	Buy	13,260 +3,408	+35%	+$366K	0.04%	137
2024 Q3	$1.07M	Sell	9,852 -1,260	-11%	-$136K	0.03%	139
2024 Q2	$1.18M	Sell	11,112 -2,402	-18%	-$256K	0.04%	127
2024 Q1	$1.45M	Sell	13,514 -155,038	-92%	-$16.7M	0.05%	114
2023 Q4	$18.3M	Sell	168,552 -19,971	-11%	-$2.09M	0.76%	31
2023 Q3	$19.3M	Buy	188,523 +19,031	+11%	+$2.01M	1.17%	15
2023 Q2	$18.1M	Buy	169,492 +10,483	+7%	+$1.12M	1%	19
2023 Q1	$17.1M	Sell	159,009 -1,612	-1%	-$172K	0.92%	19
2022 Q4	$16.9M	Buy	160,621 +9,680	+6%	+$1.01M	0.95%	17
2022 Q3	$15.5M	Buy	150,941 +29,388	+24%	+$3.12M	1.04%	17
2022 Q2	$12.9M	Buy	121,553 +102,518	+539%	+$10.9M	0.93%	18
2022 Q1	$2.09M	Buy	+19,035	New	+$2.15M	0.15%	94
2021 Q1	–	Sell	-2,710	Closed	-$318K	–	207
2020 Q4	$318K	Buy	+2,710	New	+$315K	0.03%	151
2014 Q4	–	Sell	-1,925	Closed	-$211K	–	102
2014 Q3	$211K	Sell	1,925 -357	-16%	-$38.9K	0.07%	74
2014 Q2	$248K	Sell	2,282 -605	-21%	-$65.4K	0.08%	70
2014 Q1	$309K	Sell	2,887 -2,859	-50%	-$304K	0.11%	57
2013 Q4	$596K	Sell	5,746 -2,023	-26%	-$211K	0.23%	37
2013 Q3	$812K	Sell	7,769 -1,189	-13%	-$123K	0.38%	40
2013 Q2	$941K	Buy	+8,958	New	+$980K	0.52%	35

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

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

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

Annex Advisory Services's MUB Position: Q3 2026 in Review

Annex Advisory Services increased its iShares National Muni Bond ETF (MUB) stake by 488% in Q3 2026, buying an estimated $3.23M and bringing the position to 37,127 shares worth $3.75M. The position accounts for 0.06% of the portfolio, ranked #116.

Annex Advisory Services first reported a position in MUB in Q2 2013 and has held it in 26 quarters since. The position peaked at $19.3M in Q3 2023. 552 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Annex Advisory Services held 37,127 shares of iShares National Muni Bond ETF worth $3.75M as of Q3 2026.
Annex Advisory Services bought 30,814 iShares National Muni Bond ETF shares in Q3 2026, an estimated $3.23M.
iShares National Muni Bond ETF made up 0.06% of Annex Advisory Services's portfolio in Q3 2026, its #116 holding.
Annex Advisory Services first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 26 quarters since.
Annex Advisory Services's iShares National Muni Bond ETF position peaked at $19.3M in Q3 2023.
552 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.