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Boyce & Associates Wealth Consulting’s iShares National Muni Bond ETF MUB Stock Holding History

Boyce & Associates Wealth Consulting’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 		$345K Buy
3,414
+7
+0.2% +$735 0.21% 61
2026
Q2 		$367K Buy
3,407
+6
+0.2% +$642 0.25% 58
2026
Q1 		$361K Buy
3,401
+5
+0.1% +$538 0.27% 58
2025
Q4 		$364K Buy
3,396
+8
+0.2% +$857 0.3% 51
2025
Q3 		$361K Buy
3,388
+7
+0.2% +$733 0.3% 51
2025
Q2 		$353K Sell
3,381
-1,185
-26% -$123K 0.32% 52
2025
Q1 		$481K Sell
4,566
-167
-4% -$17.8K 0.48% 41
2024
Q4 		$504K Buy
4,733
+18
+0.4% +$1.93K 0.51% 42
2024
Q3 		$512K Buy
4,715
+13
+0.3% +$1.4K 0.53% 38
2024
Q2 		$501K Sell
4,702
-363
-7% -$38.7K 0.59% 36
2024
Q1 		$545K Sell
5,065
-1,031
-17% -$111K 0.7% 26
2023
Q4 		$661K Sell
6,096
-306
-5% -$32K 0.96% 19
2023
Q3 		$656K Buy
6,402
+9
+0.1% +$949 1.09% 17
2023
Q2 		$682K Buy
6,393
+241
+4% +$25.8K 1.14% 16
2023
Q1 		$666K Buy
6,152
+2,038
+50% +$218K 1.19% 19
2022
Q4 		$434K Buy
4,114
+515
+14% +$53.7K 0.83% 23
2022
Q3 		$369K Buy
3,599
+37
+1% +$3.93K 0.76% 22
2022
Q2 		$379K Buy
3,562
+22
+0.6% +$2.35K 0.69% 27
2022
Q1 		$388K Buy
+3,540
New +$400K 0.58% 33

Other funds holding MUB

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
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

Boyce & Associates Wealth Consulting's MUB Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its iShares National Muni Bond ETF (MUB) stake by 0.21% in Q3 2026, buying an estimated $735 and bringing the position to 3,414 shares worth $345K. The position accounts for 0.21% of the portfolio, ranked #61.

Boyce & Associates Wealth Consulting first reported a position in MUB in Q1 2022 and has held it in 19 quarters since. The position peaked at $682K in Q2 2023. 224 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 3,414 shares of iShares National Muni Bond ETF worth $345K as of Q3 2026.
  • Boyce & Associates Wealth Consulting bought 7 iShares National Muni Bond ETF shares in Q3 2026, an estimated $735.
  • iShares National Muni Bond ETF made up 0.21% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #61 holding.
  • Boyce & Associates Wealth Consulting first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Boyce & Associates Wealth Consulting's iShares National Muni Bond ETF position peaked at $682K in Q2 2023.
  • 224 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.