Cynosure Group’s iShares National Muni Bond ETF MUB Stock Holding History

Cynosure Group’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	$686K	Sell	6,784 -3,706	-35%	-$389K	0.1%	53
2026 Q2	$1.13M	Buy	10,490 +2,158	+26%	+$231K	0.17%	38
2026 Q1	$884K	Sell	8,332 -12,212	-59%	-$1.31M	0.11%	57
2025 Q4	$2.2M	Buy	+20,544	New	+$2.2M	0.22%	47
2024 Q2	–	Sell	-16,247	Closed	-$1.75M	–	340
2024 Q1	$1.75M	Buy	16,247 +79	+0.5%	+$8.52K	0.31%	42
2023 Q4	$1.75M	Sell	16,168 -5,843	-27%	-$611K	0.32%	71
2023 Q3	$2.26M	Buy	22,011 +18,731	+571%	+$1.98M	0.69%	42
2023 Q2	$350K	Buy	+3,280	New	+$351K	0.11%	109

Other funds holding MUB

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Cynosure Group's MUB Position: Q3 2026 in Review

Cynosure Group reduced its iShares National Muni Bond ETF (MUB) stake by 35% in Q3 2026, selling an estimated $389K and leaving 6,784 shares worth $686K. The position accounts for 0.1% of the portfolio, ranked #53.

Cynosure Group first reported a position in MUB in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.26M in Q3 2023. 1,051 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Cynosure Group held 6,784 shares of iShares National Muni Bond ETF worth $686K as of Q3 2026.
Cynosure Group sold 3,706 iShares National Muni Bond ETF shares in Q3 2026, an estimated $389K.
iShares National Muni Bond ETF made up 0.1% of Cynosure Group's portfolio in Q3 2026, its #53 holding.
Cynosure Group first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 8 quarters since.
Cynosure Group's iShares National Muni Bond ETF position peaked at $2.26M in Q3 2023.
1,051 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Cynosure Group's 13F filing for Q3 2026, filed 3 Nov 2026.