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

ARQ 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	$2.53M	Buy	25,024 +21,230	+560%	+$2.23M	0.3%	85
2026 Q2	$402K	Buy	+3,794	New	+$406K	0.05%	166
2024 Q4	–	Sell	-4,518	Closed	-$486K	–	103
2024 Q3	$486K	Buy	+4,518	New	+$487K	0.18%	64
2021 Q1	–	Sell	-6,072	Closed	-$712K	–	50
2020 Q4	$712K	Buy	+6,072	New	+$705K	0.45%	28

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

ARQ Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 560% in Q3 2026, buying an estimated $2.23M and bringing the position to 25,024 shares worth $2.53M. The position accounts for 0.3% of the portfolio, ranked #85.

ARQ Wealth Advisors first reported a position in MUB in Q4 2020 and has held it in 4 quarters since. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

ARQ Wealth Advisors held 25,024 shares of iShares National Muni Bond ETF worth $2.53M as of Q3 2026.
ARQ Wealth Advisors bought 21,230 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.23M.
iShares National Muni Bond ETF made up 0.3% of ARQ Wealth Advisors's portfolio in Q3 2026, its #85 holding.
ARQ Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 4 quarters since.
1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.