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

ARS Wealth Advisors 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	$1.34M	Sell	13,273 -300	-2%	-$31.5K	0.1%	82
2026 Q2	$1.46M	Buy	13,573 +4,270	+46%	+$457K	0.11%	79
2026 Q1	$988K	Hold	9,303	–	–	0.08%	89
2025 Q4	$996K	Buy	9,303 +4,343	+88%	+$465K	0.09%	78
2025 Q3	$528K	Hold	4,960	–	–	0.05%	108
2025 Q2	$518K	Hold	4,960	–	–	0.06%	103
2025 Q1	$523K	Sell	4,960 -6,062	-55%	-$645K	0.07%	89
2024 Q4	$1.17M	Buy	11,022 +2,000	+22%	+$215K	0.16%	60
2024 Q3	$980K	Buy	9,022 +162	+2%	+$17.5K	0.12%	72
2024 Q2	$944K	Sell	8,860 -1,750	-16%	-$186K	0.12%	70
2024 Q1	$1.14M	Hold	10,610	–	–	0.15%	58
2023 Q4	$1.15M	Buy	10,610 +200	+2%	+$20.9K	0.17%	57
2023 Q3	$1.07M	Hold	10,410	–	–	0.17%	64
2023 Q2	$1.11M	Hold	10,410	–	–	0.18%	61
2023 Q1	$1.12M	Sell	10,410 -110	-1%	-$11.8K	0.21%	52
2022 Q4	$1.11M	Sell	10,520 -2,961	-22%	-$309K	0.18%	61
2022 Q3	$1.38M	Hold	13,481	–	–	0.21%	63
2022 Q2	$1.43M	Hold	13,481	–	–	0.2%	74
2022 Q1	$1.48M	Sell	13,481 -1,500	-10%	-$169K	0.26%	49
2021 Q4	$1.74M	Buy	14,981 +1,500	+11%	+$174K	0.29%	45
2021 Q3	$1.57M	Buy	+13,481	New	+$1.58M	0.28%	45

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

ARS Wealth Advisors Group's MUB Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its iShares National Muni Bond ETF (MUB) stake by 2.2% in Q3 2026, selling an estimated $31.5K and leaving 13,273 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #82.

ARS Wealth Advisors Group first reported a position in MUB in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.74M in Q4 2021. 760 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

ARS Wealth Advisors Group held 13,273 shares of iShares National Muni Bond ETF worth $1.34M as of Q3 2026.
ARS Wealth Advisors Group sold 300 iShares National Muni Bond ETF shares in Q3 2026, an estimated $31.5K.
iShares National Muni Bond ETF made up 0.1% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #82 holding.
ARS Wealth Advisors Group first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 21 quarters since.
ARS Wealth Advisors Group's iShares National Muni Bond ETF position peaked at $1.74M in Q4 2021.
760 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.