Client First Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Client First Capital’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	$2.33M	Hold	23,070	–	–	0.93%	21
2026 Q2	$2.48M	Hold	23,070	–	–	0.99%	17
2026 Q1	$2.45M	Hold	23,070	–	–	1.06%	16
2025 Q4	$2.47M	Sell	23,070 -9	-0%	-$964	1.04%	15
2025 Q3	$2.46M	Hold	23,079	–	–	1.09%	15
2025 Q2	$2.41M	Hold	23,079	–	–	1.13%	14
2025 Q1	$2.43M	Hold	23,079	–	–	1.25%	15
2024 Q4	$2.46M	Buy	23,079 +1	+0%	+$107	1.26%	17
2024 Q3	$2.51M	Buy	+23,078	New	+$2.49M	1.39%	16
2024 Q1	–	Sell	-3,169	Closed	-$344K	–	20
2023 Q4	$344K	Sell	3,169 -1,309	-29%	-$137K	0.25%	19
2023 Q3	$459K	Sell	4,478 -7,473	-63%	-$788K	0.33%	18
2023 Q2	$1.28M	Buy	11,951 +40	+0.3%	+$4.28K	0.95%	16
2023 Q1	$1.28M	Sell	11,911 -448	-4%	-$47.9K	0.98%	16
2022 Q4	$1.3M	Sell	12,359 -370	-3%	-$38.6K	1.02%	18
2022 Q3	$1.31M	Sell	12,729 -3,808	-23%	-$405K	0.96%	18
2022 Q2	$1.76M	Buy	16,537 +2,198	+15%	+$235K	1.35%	18
2022 Q1	$1.57M	Buy	14,339 +7,538	+111%	+$851K	1.06%	19
2021 Q4	$791K	Buy	+6,801	New	+$790K	0.56%	22

Other funds holding MUB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Client First Capital's MUB Position: Q3 2026 in Review

Client First Capital held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 23,070 shares worth $2.33M. The position accounts for 0.93% of the portfolio, ranked #21.

Client First Capital first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.51M in Q3 2024. 825 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Client First Capital held 23,070 shares of iShares National Muni Bond ETF worth $2.33M as of Q3 2026.
Client First Capital left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
iShares National Muni Bond ETF made up 0.93% of Client First Capital's portfolio in Q3 2026, its #21 holding.
Client First Capital first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
Client First Capital's iShares National Muni Bond ETF position peaked at $2.51M in Q3 2024.
825 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Client First Capital's 13F filing for Q3 2026, filed 22 Oct 2026.