Catalyst Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Catalyst Private Wealth’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	$744K	Buy	7,359 +405	+6%	+$42.5K	0.31%	44
2026 Q2	$748K	Hold	6,954	–	–	0.36%	41
2026 Q1	$738K	Hold	6,954	–	–	0.4%	38
2025 Q4	$745K	Sell	6,954 -4	-0.1%	-$428	0.33%	38
2025 Q3	$741K	Hold	6,958	–	–	0.33%	38
2025 Q2	$727K	Buy	+6,958	New	+$723K	0.32%	38
2025 Q1	–	Sell	-3,570	Closed	-$380K	–	84
2024 Q4	$380K	Buy	+3,570	New	+$384K	0.17%	63
2023 Q4	–	Sell	-2,115	Closed	-$217K	–	80
2023 Q3	$217K	Sell	2,115 -427	-17%	-$45K	0.13%	69
2023 Q2	$271K	Sell	2,542 -6,249	-71%	-$668K	0.17%	61
2023 Q1	$947K	Buy	8,791 +158	+2%	+$16.9K	0.65%	31
2022 Q4	$911K	Sell	8,633 -6,662	-44%	-$694K	0.74%	29
2022 Q3	$1.57M	Sell	15,295 -19,576	-56%	-$2.08M	1.18%	16
2022 Q2	$3.71M	Buy	34,871 +1,173	+3%	+$125K	2.63%	5
2022 Q1	$3.7M	Buy	33,698 +20,108	+148%	+$2.27M	1.85%	9
2021 Q4	$1.58M	Buy	13,590 +4,755	+54%	+$552K	0.68%	16
2021 Q3	$1.03M	Sell	8,835 -1,036	-10%	-$121K	0.44%	21
2021 Q2	$1.16M	Sell	9,871 -1,601	-14%	-$187K	0.64%	17
2021 Q1	$1.33M	Buy	11,472 +4,806	+72%	+$561K	0.94%	14
2020 Q4	$781K	Buy	6,666 +710	+12%	+$82.5K	0.68%	21
2020 Q3	$691K	Buy	+5,956	New	+$692K	0.67%	19

Other funds holding MUB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Catalyst Private Wealth's MUB Position: Q3 2026 in Review

Catalyst Private Wealth increased its iShares National Muni Bond ETF (MUB) stake by 5.8% in Q3 2026, buying an estimated $42.5K and bringing the position to 7,359 shares worth $744K. The position accounts for 0.31% of the portfolio, ranked #44.

Catalyst Private Wealth first reported a position in MUB in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.71M in Q2 2022. 769 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Catalyst Private Wealth held 7,359 shares of iShares National Muni Bond ETF worth $744K as of Q3 2026.
Catalyst Private Wealth bought 405 iShares National Muni Bond ETF shares in Q3 2026, an estimated $42.5K.
iShares National Muni Bond ETF made up 0.31% of Catalyst Private Wealth's portfolio in Q3 2026, its #44 holding.
Catalyst Private Wealth first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 20 quarters since.
Catalyst Private Wealth's iShares National Muni Bond ETF position peaked at $3.71M in Q2 2022.
769 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.