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

Aprio 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 		– Sell
-2,195
Closed -$236K – 664
2026
Q2 		$236K Sell
2,195
-303
-12% -$32.4K 0.01% 576
2026
Q1 		$265K Sell
2,498
-273
-10% -$29.4K 0.01% 519
2025
Q4 		$297K Buy
2,771
+3
+0.1% +$321 0.02% 439
2025
Q3 		$295K Buy
2,768
+23
+0.8% +$2.41K 0.03% 334
2025
Q2 		$287K Sell
2,745
-953
-26% -$99.1K 0.03% 300
2025
Q1 		$390K Buy
+3,698
New +$393K 0.05% 216
2022
Q1 		– Sell
-1,792
Closed -$208K – 92
2021
Q4 		$208K Sell
1,792
-80
-4% -$9.29K 0.09% 69
2021
Q3 		$217K Sell
1,872
-100
-5% -$11.7K 0.1% 66
2021
Q2 		$231K Buy
+1,972
New +$230K 0.11% 58
2020
Q4 		$239K Sell
2,039
-21
-1% -$2.44K 0.16% 45
2020
Q3 		$239K Buy
2,060
+21
+1% +$2.44K 0.17% 59
2020
Q2 		$235K Buy
+2,039
New +$231K 0.23% 57

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

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

Aprio Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2026, closing a stake of 2,195 shares — an estimated $236K sold.

Aprio Wealth Management first reported a position in MUB in Q2 2020 and held it in 12 quarters. The position peaked at $390K in Q1 2025. 1,115 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Aprio Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 2,195 iShares National Muni Bond ETF shares in Q3 2026, an estimated $236K.
  • Aprio Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 12 quarters.
  • Aprio Wealth Management's iShares National Muni Bond ETF position peaked at $390K in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.