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

Centurion 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	–	Sell	-9,305	Closed	-$1M	–	294
2026 Q2	$1M	Buy	9,305 +39	+0.4%	+$4.17K	0.24%	98
2026 Q1	$984K	Buy	9,266 +25	+0.3%	+$2.69K	0.22%	91
2025 Q4	$990K	Buy	9,241 +51	+0.6%	+$5.46K	0.22%	89
2025 Q3	$979K	Buy	9,190 +4,455	+94%	+$466K	0.22%	86
2025 Q2	$495K	Buy	4,735 +338	+8%	+$35.1K	0.14%	125
2025 Q1	$469K	Hold	4,397	–	–	0.15%	111
2024 Q4	$469K	Buy	4,397 +60	+1%	+$6.45K	0.15%	111
2024 Q3	$471K	Buy	+4,337	New	+$467K	0.15%	105
2023 Q1	–	Sell	-2,775	Closed	-$293K	–	160
2022 Q4	$293K	Buy	+2,775	New	+$289K	0.17%	108

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

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Centurion Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2026, closing a stake of 9,305 shares — an estimated $1M sold.

Centurion Wealth Management first reported a position in MUB in Q4 2022 and held it in 9 quarters. The position peaked at $1M in Q2 2026. 506 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Centurion Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Centurion Wealth Management sold 9,305 iShares National Muni Bond ETF shares in Q3 2026, an estimated $1M.
Centurion Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 9 quarters.
Centurion Wealth Management's iShares National Muni Bond ETF position peaked at $1M in Q2 2026.
506 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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