Axxcess Wealth Management
MUB icon

Axxcess Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Axxcess Wealth Management’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 		$3.21M Sell
31,734
-182,850
-85% -$19.2M 0.13% 181
2026
Q2 		$23.1M Buy
+214,584
New +$22.9M 0.37% 56
2026
Q1 		– Sell
-210,915
Closed -$22.6M – 774
2025
Q4 		$22.6M Buy
210,915
+6,595
+3% +$706K 0.39% 52
2025
Q3 		$21.8M Sell
204,320
-8,308
-4% -$869K 0.46% 43
2025
Q2 		$22.2M Buy
212,628
+15,025
+8% +$1.56M 0.52% 38
2025
Q1 		$20.8M Sell
197,603
-2,573
-1% -$274K 0.55% 38
2024
Q4 		$21.3M Sell
200,176
-1,456
-0.7% -$156K 0.51% 43
2024
Q3 		$21.9M Buy
201,632
+11,931
+6% +$1.29M 0.54% 39
2024
Q2 		$20.2M Buy
189,701
+6,680
+4% +$711K 0.53% 39
2024
Q1 		$19.7M Buy
183,021
+52,419
+40% +$5.66M 0.54% 36
2023
Q4 		$14.2M Sell
130,602
-53,837
-29% -$5.63M 0.41% 48
2023
Q3 		$18.9M Buy
184,439
+163,380
+776% +$17.2M 0.64% 33
2023
Q2 		$2.25M Buy
21,059
+662
+3% +$70.8K 0.16% 123
2023
Q1 		$2.2M Sell
20,397
-4,923
-19% -$526K 0.17% 128
2022
Q4 		$2.67M Sell
25,320
-9,874
-28% -$1.03M 0.22% 101
2022
Q3 		$3.61M Buy
35,194
+9,576
+37% +$1.02M 0.34% 66
2022
Q2 		$2.72M Buy
25,618
+4,069
+19% +$434K 0.25% 84
2022
Q1 		$2.36M Buy
21,549
+2,216
+11% +$250K 0.18% 109
2021
Q4 		$2.25M Buy
+19,333
New +$2.24M 0.16% 111

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Axxcess Wealth Management's MUB Position: Q3 2026 in Review

Axxcess Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 85% in Q3 2026, selling an estimated $19.2M and leaving 31,734 shares worth $3.21M. The position accounts for 0.13% of the portfolio, ranked #181.

Axxcess Wealth Management first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.1M in Q2 2026. 1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Axxcess Wealth Management held 31,734 shares of iShares National Muni Bond ETF worth $3.21M as of Q3 2026.
  • Axxcess Wealth Management sold 182,850 iShares National Muni Bond ETF shares in Q3 2026, an estimated $19.2M.
  • iShares National Muni Bond ETF made up 0.13% of Axxcess Wealth Management's portfolio in Q3 2026, its #181 holding.
  • Axxcess Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's iShares National Muni Bond ETF position peaked at $23.1M in Q2 2026.
  • 1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.