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

Discipline Wealth Solutions’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	$475K	Buy	4,697 +931	+25%	+$97.7K	0.04%	128
2026 Q2	$405K	Sell	3,766 -2,583	-41%	-$276K	0.04%	140
2026 Q1	$674K	Sell	6,349 -226	-3%	-$24.3K	0.07%	96
2025 Q4	$704K	Sell	6,575 -560	-8%	-$60K	0.13%	88
2025 Q3	$760K	Buy	7,135 +712	+11%	+$74.5K	0.2%	74
2025 Q2	$671K	Buy	6,423 +2,729	+74%	+$284K	0.26%	50
2025 Q1	$390K	Sell	3,694 -68	-2%	-$7.23K	0.19%	53
2024 Q4	$401K	Buy	+3,762	New	+$404K	0.19%	55

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

Discipline Wealth Solutions's MUB Position: Q3 2026 in Review

Discipline Wealth Solutions increased its iShares National Muni Bond ETF (MUB) stake by 25% in Q3 2026, buying an estimated $97.7K and bringing the position to 4,697 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #128.

Discipline Wealth Solutions first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $760K in Q3 2025. 502 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Discipline Wealth Solutions held 4,697 shares of iShares National Muni Bond ETF worth $475K as of Q3 2026.
Discipline Wealth Solutions bought 931 iShares National Muni Bond ETF shares in Q3 2026, an estimated $97.7K.
iShares National Muni Bond ETF made up 0.04% of Discipline Wealth Solutions's portfolio in Q3 2026, its #128 holding.
Discipline Wealth Solutions first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's iShares National Muni Bond ETF position peaked at $760K in Q3 2025.
502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.