Elyxium Wealth
MUB icon

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

Elyxium Wealth’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 		$6.31M Buy
+62,372
New +$6.55M 0.64% 33
2025
Q1 		– Sell
-9,071
Closed -$966K – 155
2024
Q4 		$966K Buy
9,071
+925
+11% +$99.4K 0.59% 29
2024
Q3 		$885K Buy
+8,146
New +$878K 0.49% 47

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

Elyxium Wealth's MUB Position: Q3 2026 in Review

Elyxium Wealth opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 62,372 shares worth $6.31M. The stake represents 0.64% of the portfolio and ranks #33 among its holdings. This is a return to the name: Elyxium Wealth previously reported a position in MUB as recently as Q4 2024.

Elyxium Wealth first reported a position in MUB in Q3 2024 and has held it in 3 quarters since. 657 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Elyxium Wealth held 62,372 shares of iShares National Muni Bond ETF worth $6.31M as of Q3 2026.
  • iShares National Muni Bond ETF was a new Elyxium Wealth position in Q3 2026.
  • iShares National Muni Bond ETF made up 0.64% of Elyxium Wealth's portfolio in Q3 2026, its #33 holding.
  • Elyxium Wealth first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Elyxium Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.