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

Dynamic Wealth Strategies’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	–	Sell	-3,115	Closed	-$335K	–	302
2026 Q2	$335K	Sell	3,115 -279	-8%	-$29.8K	0.18%	57
2026 Q1	$360K	Hold	3,394	–	–	0.21%	57
2025 Q4	$364K	Hold	3,394	–	–	0.22%	55
2025 Q3	$361K	Buy	3,394 +362	+12%	+$37.9K	0.24%	47
2025 Q2	$317K	Hold	3,032	–	–	0.23%	47
2025 Q1	$320K	Buy	3,032 +310	+11%	+$33K	0.27%	45
2024 Q4	$290K	Buy	2,722 +147	+6%	+$15.8K	0.26%	47
2024 Q3	$280K	Buy	2,575 +254	+11%	+$27.4K	0.23%	49
2024 Q2	$247K	Hold	2,321	–	–	0.21%	55
2024 Q1	$250K	Sell	2,321 -4,083	-64%	-$441K	0.21%	52
2023 Q4	$694K	Buy	+6,404	New	+$669K	0.64%	24

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

Dynamic Wealth Strategies's MUB Position: Q3 2026 in Review

Dynamic Wealth Strategies sold out of iShares National Muni Bond ETF (MUB) in Q3 2026, closing a stake of 3,115 shares — an estimated $335K sold.

Dynamic Wealth Strategies first reported a position in MUB in Q4 2023 and held it in 11 quarters. The position peaked at $694K in Q4 2023. 715 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Dynamic Wealth Strategies reported no remaining iShares National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Dynamic Wealth Strategies sold 3,115 iShares National Muni Bond ETF shares in Q3 2026, an estimated $335K.
Dynamic Wealth Strategies first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 11 quarters.
Dynamic Wealth Strategies's iShares National Muni Bond ETF position peaked at $694K in Q4 2023.
715 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.