Blodgett Wealth Advisors
MUB icon

Blodgett Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Blodgett 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 		$277K Hold
2,739
– – 0.19% 56
2026
Q2 		$295K Hold
2,739
– – 0.2% 59
2026
Q1 		$291K Hold
2,739
– – 0.23% 54
2025
Q4 		$293K Hold
2,739
– – 0.2% 53
2025
Q3 		$292K Hold
2,739
– – 0.2% 54
2025
Q2 		$286K Buy
+2,739
New +$285K 0.22% 52

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
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
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
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Blodgett Wealth Advisors's MUB Position: Q3 2026 in Review

Blodgett Wealth Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 2,739 shares worth $277K. The position accounts for 0.19% of the portfolio, ranked #56.

Blodgett Wealth Advisors first reported a position in MUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $295K in Q2 2026. 825 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Blodgett Wealth Advisors held 2,739 shares of iShares National Muni Bond ETF worth $277K as of Q3 2026.
  • Blodgett Wealth Advisors left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up 0.19% of Blodgett Wealth Advisors's portfolio in Q3 2026, its #56 holding.
  • Blodgett Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Blodgett Wealth Advisors's iShares National Muni Bond ETF position peaked at $295K in Q2 2026.
  • 825 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.