CV Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

CV Advisors’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	$949K	Sell	9,388 -21,630	-70%	-$2.27M	0.16%	54
2026 Q2	$2.98M	Buy	31,018 +6,352	+26%	+$679K	0.55%	21
2026 Q1	$2.62M	Buy	24,666 +2,811	+13%	+$302K	0.71%	17
2025 Q4	$2.34M	Buy	21,855 +5,115	+31%	+$548K	0.6%	19
2025 Q3	$1.78M	Buy	16,740 +1,888	+13%	+$198K	0.49%	16
2025 Q2	$1.55M	Sell	14,852 -29,874	-67%	-$3.11M	0.48%	16
2025 Q1	$4.72M	Hold	44,726	–	–	1.66%	10
2024 Q4	$4.77M	Buy	44,726 +29,439	+193%	+$3.16M	1.66%	8
2024 Q3	$1.66M	Buy	15,287 +927	+6%	+$100K	0.8%	11
2024 Q2	$1.53M	Hold	14,360	–	–	0.8%	11
2024 Q1	$1.55M	Hold	14,360	–	–	0.87%	12
2023 Q4	$1.56M	Buy	14,360 +1,850	+15%	+$193K	1.05%	11
2023 Q3	$1.28M	Buy	12,510 +6,247	+100%	+$659K	0.95%	12
2023 Q2	$668K	Buy	6,263 +2,520	+67%	+$269K	0.49%	14
2023 Q1	$403K	Buy	+3,743	New	+$400K	0.35%	16

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

CV Advisors's MUB Position: Q3 2026 in Review

CV Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 70% in Q3 2026, selling an estimated $2.27M and leaving 9,388 shares worth $949K. The position accounts for 0.16% of the portfolio, ranked #54.

CV Advisors first reported a position in MUB in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.77M in Q4 2024. 458 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

CV Advisors held 9,388 shares of iShares National Muni Bond ETF worth $949K as of Q3 2026.
CV Advisors sold 21,630 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.27M.
iShares National Muni Bond ETF made up 0.16% of CV Advisors's portfolio in Q3 2026, its #54 holding.
CV Advisors first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 15 quarters since.
CV Advisors's iShares National Muni Bond ETF position peaked at $4.77M in Q4 2024.
458 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.