Asset Allocation Strategies
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Asset Allocation Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Asset Allocation Strategies’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 		$485K Buy
4,801
+101
+2% +$10.6K 0.07% 120
2026
Q2 		$506K Buy
4,700
+3
+0.1% +$321 0.08% 119
2026
Q1 		$499K Buy
4,697
+1
+0% +$108 0.09% 107
2025
Q4 		$503K Buy
4,696
+2
+0% +$214 0.09% 109
2025
Q3 		$500K Buy
4,694
+2
+0% +$209 0.1% 105
2025
Q2 		$490K Sell
4,692
-13
-0.3% -$1.35K 0.11% 103
2025
Q1 		$496K Buy
4,705
+1
+0% +$106 0.12% 98
2024
Q4 		$499K Sell
4,704
-563
-11% -$60.5K 0.12% 95
2024
Q3 		$572K Buy
5,267
+26
+0.5% +$2.8K 0.16% 84
2024
Q2 		$558K Sell
5,241
-150
-3% -$16K 0.19% 54
2024
Q1 		$580K Buy
+5,391
New +$582K 0.2% 47

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Asset Allocation Strategies's MUB Position: Q3 2026 in Review

Asset Allocation Strategies increased its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q3 2026, buying an estimated $10.6K and bringing the position to 4,801 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #120.

Asset Allocation Strategies first reported a position in MUB in Q1 2024 and has held it in 11 quarters since. The position peaked at $580K in Q1 2024. 992 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Asset Allocation Strategies held 4,801 shares of iShares National Muni Bond ETF worth $485K as of Q3 2026.
  • Asset Allocation Strategies bought 101 iShares National Muni Bond ETF shares in Q3 2026, an estimated $10.6K.
  • iShares National Muni Bond ETF made up 0.07% of Asset Allocation Strategies's portfolio in Q3 2026, its #120 holding.
  • Asset Allocation Strategies first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Asset Allocation Strategies's iShares National Muni Bond ETF position peaked at $580K in Q1 2024.
  • 992 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.