Avid Wealth Partners
MUB icon

Avid Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Avid Wealth Partners’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 		$683K Sell
6,752
-1,677
-20% -$176K 0.31% 38
2026
Q2 		$907K Sell
8,429
-33,038
-80% -$3.53M 0.44% 32
2026
Q1 		$4.4M Buy
41,467
+4,646
+13% +$500K 2.08% 15
2025
Q4 		$3.94M Sell
36,821
-3,732
-9% -$400K 1.93% 15
2025
Q3 		$4.32M Buy
40,553
+15,945
+65% +$1.67M 2.15% 15
2025
Q2 		$2.57M Sell
24,608
-16,893
-41% -$1.76M 1.47% 20
2025
Q1 		$4.38M Buy
41,501
+16,441
+66% +$1.75M 2.97% 12
2024
Q4 		$2.67M Sell
25,060
-3,124
-11% -$336K 1.9% 16
2024
Q3 		$3.06M Buy
28,184
+9,347
+50% +$1.01M 2.17% 14
2024
Q2 		$2.01M Sell
18,837
-31,935
-63% -$3.4M 1.56% 18
2024
Q1 		$5.46M Buy
50,772
+28,553
+129% +$3.08M 4.39% 8
2023
Q4 		$2.41M Buy
+22,219
New +$2.32M 2.39% 13

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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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Avid Wealth Partners's MUB Position: Q3 2026 in Review

Avid Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 20% in Q3 2026, selling an estimated $176K and leaving 6,752 shares worth $683K. The position accounts for 0.31% of the portfolio, ranked #38.

Avid Wealth Partners first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.46M in Q1 2024. 919 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Avid Wealth Partners held 6,752 shares of iShares National Muni Bond ETF worth $683K as of Q3 2026.
  • Avid Wealth Partners sold 1,677 iShares National Muni Bond ETF shares in Q3 2026, an estimated $176K.
  • iShares National Muni Bond ETF made up 0.31% of Avid Wealth Partners's portfolio in Q3 2026, its #38 holding.
  • Avid Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Avid Wealth Partners's iShares National Muni Bond ETF position peaked at $5.46M in Q1 2024.
  • 919 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.