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Atwood & Palmer’s iShares National Muni Bond ETF MUB Stock Holding History

Atwood & Palmer’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 		$87K Buy
860
+7
+0.8% +$735 ﹤0.01% 220
2026
Q2 		$91.8K Buy
853
+7
+0.8% +$749 ﹤0.01% 206
2026
Q1 		$89.8K Buy
846
+4
+0.5% +$430 0.01% 203
2025
Q4 		$90.2K Buy
842
+9
+1% +$964 0.01% 200
2025
Q3 		$88.7K Buy
833
+7
+0.8% +$733 0.01% 202
2025
Q2 		$86.3K Buy
+826
New +$85.9K 0.01% 203
2022
Q3 		– Sell
-393
Closed -$42K – 391
2022
Q2 		$42K Hold
393
– – ﹤0.01% 221
2022
Q1 		$43K Hold
393
– – ﹤0.01% 238
2021
Q4 		$46K Hold
393
– – ﹤0.01% 238
2021
Q3 		$46K Hold
393
– – ﹤0.01% 228
2021
Q2 		$46K Hold
393
– – ﹤0.01% 228
2021
Q1 		$46K Sell
393
-166
-30% -$19.4K ﹤0.01% 226
2020
Q4 		$66K Buy
559
+166
+42% +$19.3K 0.01% 191
2020
Q3 		$46K Hold
393
– – 0.01% 201
2020
Q2 		$45K Hold
393
– – 0.01% 194
2020
Q1 		$44K Sell
393
-393
-50% -$44.9K 0.01% 187
2019
Q4 		$90K Hold
786
– – 0.01% 163
2019
Q3 		$90K Buy
+786
New +$89.7K 0.01% 167

Other funds holding MUB

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Atwood & Palmer's MUB Position: Q3 2026 in Review

Atwood & Palmer increased its iShares National Muni Bond ETF (MUB) stake by 0.82% in Q3 2026, buying an estimated $735 and bringing the position to 860 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Atwood & Palmer first reported a position in MUB in Q3 2019 and has held it in 18 quarters since. The position peaked at $91.8K in Q2 2026. 103 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Atwood & Palmer held 860 shares of iShares National Muni Bond ETF worth $87K as of Q3 2026.
  • Atwood & Palmer bought 7 iShares National Muni Bond ETF shares in Q3 2026, an estimated $735.
  • iShares National Muni Bond ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #220 holding.
  • Atwood & Palmer first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 18 quarters since.
  • Atwood & Palmer's iShares National Muni Bond ETF position peaked at $91.8K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.