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

Cooksen 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 		$1.54M Buy
15,201
+870
+6% +$91.3K 0.94% 24
2026
Q2 		$1.54M Buy
14,331
+820
+6% +$87.7K 0.97% 24
2026
Q1 		$1.43M Buy
13,511
+38
+0.3% +$4.09K 1.04% 24
2025
Q4 		$1.44M Sell
13,473
-910
-6% -$97.4K 1.06% 26
2025
Q3 		$1.53M Buy
14,383
+2,101
+17% +$220K 1.14% 26
2025
Q2 		$1.28M Buy
12,282
+1,108
+10% +$115K 1.03% 26
2025
Q1 		$1.2M Sell
11,174
-1,361
-11% -$145K 1.22% 25
2024
Q4 		$1.34M Buy
12,535
+1,250
+11% +$134K 1.23% 26
2024
Q3 		$1.23M Buy
11,285
+394
+4% +$42.5K 1.15% 26
2024
Q2 		$1.16M Sell
10,891
-283
-3% -$30.1K 1.17% 26
2024
Q1 		$1.2M Sell
11,174
-37
-0.3% -$3.99K 1.25% 25
2023
Q4 		$1.22M Buy
+11,211
New +$1.17M 1.38% 25

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

Cooksen Wealth's MUB Position: Q3 2026 in Review

Cooksen Wealth increased its iShares National Muni Bond ETF (MUB) stake by 6.1% in Q3 2026, buying an estimated $91.3K and bringing the position to 15,201 shares worth $1.54M. The position accounts for 0.94% of the portfolio, ranked #24.

Cooksen Wealth first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.54M in Q2 2026. 607 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Cooksen Wealth held 15,201 shares of iShares National Muni Bond ETF worth $1.54M as of Q3 2026.
  • Cooksen Wealth bought 870 iShares National Muni Bond ETF shares in Q3 2026, an estimated $91.3K.
  • iShares National Muni Bond ETF made up 0.94% of Cooksen Wealth's portfolio in Q3 2026, its #24 holding.
  • Cooksen Wealth first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Cooksen Wealth's iShares National Muni Bond ETF position peaked at $1.54M in Q2 2026.
  • 607 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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