Blake Schutter Theil Wealth Advisors
MUB icon

Blake Schutter Theil Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Blake Schutter Theil Wealth Advisors’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 		$1.01M Hold
9,943
– – 0.69% 30
2026
Q2 		$1.07M Sell
9,943
-936
-9% -$100K 0.72% 28
2026
Q1 		$1.15M Sell
10,879
-90
-0.8% -$9.7K 0.94% 24
2025
Q4 		$1.17M Sell
10,969
-70
-0.6% -$7.49K 0.97% 21
2025
Q3 		$1.18M Sell
11,039
-937
-8% -$98.1K 1.16% 20
2025
Q2 		$1.25M Buy
11,976
+302
+3% +$31.4K 1.42% 14
2025
Q1 		$1.23M Buy
11,674
+2,237
+24% +$238K 1.4% 11
2024
Q4 		$1.01M Hold
9,437
– – 1.06% 18
2024
Q3 		$1.03M Buy
+9,437
New +$1.02M 0.74% 34

Other funds holding MUB

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
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
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 11.9% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's MUB Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 9,943 shares worth $1.01M. The position accounts for 0.69% of the portfolio, ranked #30.

Blake Schutter Theil Wealth Advisors first reported a position in MUB in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.25M in Q2 2025. 1,045 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Blake Schutter Theil Wealth Advisors held 9,943 shares of iShares National Muni Bond ETF worth $1.01M as of Q3 2026.
  • Blake Schutter Theil Wealth Advisors left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up 0.69% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #30 holding.
  • Blake Schutter Theil Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Blake Schutter Theil Wealth Advisors's iShares National Muni Bond ETF position peaked at $1.25M in Q2 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.