Armstrong Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Armstrong Advisory Group’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	$503K	Sell	4,973 -1,223	-20%	-$128K	0.03%	141
2026 Q2	$667K	Buy	6,196 +516	+9%	+$55.2K	0.04%	126
2026 Q1	$603K	Sell	5,680 -1,538	-21%	-$165K	0.04%	128
2025 Q4	$773K	Buy	7,218 +35	+0.5%	+$3.75K	0.05%	106
2025 Q3	$765K	Sell	7,183 -470	-6%	-$49.2K	0.05%	102
2025 Q2	$800K	Buy	7,653 +49	+0.6%	+$5.09K	0.06%	88
2025 Q1	$810K	Hold	7,604	–	–	0.06%	79
2024 Q4	$810K	Sell	7,604 -208	-3%	-$22.3K	0.06%	79
2024 Q3	$849K	Buy	7,812 +1	+0%	+$108	0.07%	75
2024 Q2	$832K	Sell	7,811 -485	-6%	-$51.7K	0.07%	70
2024 Q1	$899K	Hold	8,296	–	–	0.09%	61
2023 Q4	$899K	Sell	8,296 -3,405	-29%	-$356K	0.09%	61
2023 Q3	$1.2M	Sell	11,701 -995	-8%	-$105K	0.13%	43
2023 Q2	$1.36M	Sell	12,696 -740	-6%	-$79.1K	0.14%	43
2023 Q1	$1.45M	Sell	13,436 -5,024	-27%	-$537K	0.17%	38
2022 Q4	$1.95M	Buy	+18,460	New	+$1.92M	0.26%	41

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

Armstrong Advisory Group's MUB Position: Q3 2026 in Review

Armstrong Advisory Group reduced its iShares National Muni Bond ETF (MUB) stake by 20% in Q3 2026, selling an estimated $128K and leaving 4,973 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #141.

Armstrong Advisory Group first reported a position in MUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.95M in Q4 2022. 518 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Armstrong Advisory Group held 4,973 shares of iShares National Muni Bond ETF worth $503K as of Q3 2026.
Armstrong Advisory Group sold 1,223 iShares National Muni Bond ETF shares in Q3 2026, an estimated $128K.
iShares National Muni Bond ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q3 2026, its #141 holding.
Armstrong Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's iShares National Muni Bond ETF position peaked at $1.95M in Q4 2022.
518 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.