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

Defined 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 		$311K Buy
3,072
+940
+44% +$98.7K 0.16% 92
2026
Q2 		$229K Buy
2,132
+89
+4% +$9.5K 0.12% 112
2026
Q1 		$217K Buy
2,043
+15
+0.7% +$1.61K 0.13% 108
2025
Q4 		$217K Buy
2,028
+123
+6% +$13.2K 0.13% 108
2025
Q3 		$203K Sell
1,905
-191
-9% -$20K 0.12% 105
2025
Q2 		$219K Buy
2,096
+32
+2% +$3.33K 0.14% 106
2025
Q1 		$218K Buy
2,064
+72
+4% +$7.66K 0.15% 104
2024
Q4 		$212K Buy
1,992
+97
+5% +$10.4K 0.14% 105
2024
Q3 		$206K Buy
+1,895
New +$204K 0.13% 107
2023
Q1 		– Sell
-3,076
Closed -$325K – 109
2022
Q4 		$325K Buy
+3,076
New +$321K 0.31% 80

Other funds holding MUB

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

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

Defined Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 44% in Q3 2026, buying an estimated $98.7K and bringing the position to 3,072 shares worth $311K. The position accounts for 0.16% of the portfolio, ranked #92.

Defined Wealth Management first reported a position in MUB in Q4 2022 and has held it in 10 quarters since. The position peaked at $325K in Q4 2022. 370 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Defined Wealth Management held 3,072 shares of iShares National Muni Bond ETF worth $311K as of Q3 2026.
  • Defined Wealth Management bought 940 iShares National Muni Bond ETF shares in Q3 2026, an estimated $98.7K.
  • iShares National Muni Bond ETF made up 0.16% of Defined Wealth Management's portfolio in Q3 2026, its #92 holding.
  • Defined Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 10 quarters since.
  • Defined Wealth Management's iShares National Muni Bond ETF position peaked at $325K in Q4 2022.
  • 370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.