Atwater Malick’s iShares National Muni Bond ETF MUB Stock Holding History

Atwater Malick’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	$698K	Buy	6,902 +3,677	+114%	+$386K	0.15%	65
2026 Q2	$347K	Buy	3,225 +1,131	+54%	+$121K	0.08%	90
2026 Q1	$222K	Hold	2,094	–	–	0.06%	89
2025 Q4	$224K	Hold	2,094	–	–	0.06%	81
2025 Q3	$223K	Hold	2,094	–	–	0.06%	79
2025 Q2	$219K	Hold	2,094	–	–	0.07%	80
2025 Q1	$221K	Hold	2,094	–	–	0.07%	74
2024 Q4	$223K	Hold	2,094	–	–	0.07%	69
2024 Q3	$227K	Hold	2,094	–	–	0.07%	70
2024 Q2	$223K	Hold	2,094	–	–	0.08%	70
2024 Q1	$225K	Hold	2,094	–	–	0.08%	74
2023 Q4	$227K	Hold	2,094	–	–	0.09%	67
2023 Q3	$215K	Hold	2,094	–	–	0.09%	61
2023 Q2	$223K	Hold	2,094	–	–	0.1%	62
2023 Q1	$226K	Hold	2,094	–	–	0.11%	56
2022 Q4	$221K	Hold	2,094	–	–	0.11%	57
2022 Q3	$215K	Hold	2,094	–	–	0.12%	53
2022 Q2	$223K	Hold	2,094	–	–	0.12%	51
2022 Q1	$230K	Hold	2,094	–	–	0.11%	51
2021 Q4	$243K	Hold	2,094	–	–	0.11%	49
2021 Q3	$243K	Sell	2,094 -592	-22%	-$69.4K	0.13%	45
2021 Q2	$315K	Buy	2,686 +592	+28%	+$69.2K	0.17%	37
2021 Q1	$243K	Hold	2,094	–	–	0.15%	40
2020 Q4	$245K	Hold	2,094	–	–	0.15%	36
2020 Q3	$243K	Hold	2,094	–	–	0.17%	35
2020 Q2	$242K	Sell	2,094 -1,350	-39%	-$153K	0.19%	38
2020 Q1	$389K	Hold	3,444	–	–	0.37%	28
2019 Q4	$392K	Sell	3,444 -495	-13%	-$56.4K	0.31%	31
2019 Q3	$449K	Hold	3,939	–	–	0.38%	28
2019 Q2	$445K	Sell	3,939 -180	-4%	-$20.2K	0.41%	29
2019 Q1	$458K	Buy	4,119 +90	+2%	+$9.9K	0.45%	28
2018 Q4	$439K	Buy	+4,029	New	+$434K	0.49%	27

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

Atwater Malick's MUB Position: Q3 2026 in Review

Atwater Malick increased its iShares National Muni Bond ETF (MUB) stake by 114% in Q3 2026, buying an estimated $386K and bringing the position to 6,902 shares worth $698K. The position accounts for 0.15% of the portfolio, ranked #65.

Atwater Malick first reported a position in MUB in Q4 2018 and has held it in 32 quarters since. 502 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Atwater Malick held 6,902 shares of iShares National Muni Bond ETF worth $698K as of Q3 2026.
Atwater Malick bought 3,677 iShares National Muni Bond ETF shares in Q3 2026, an estimated $386K.
iShares National Muni Bond ETF made up 0.15% of Atwater Malick's portfolio in Q3 2026, its #65 holding.
Atwater Malick first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 32 quarters since.
502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.