Envision Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Envision Financial’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	$1.15M	Buy	11,366 +1,379	+14%	+$145K	0.51%	28
2026 Q2	$1.07M	Buy	9,987 +1,490	+18%	+$159K	0.5%	29
2026 Q1	$902K	Buy	8,497 +13	+0.2%	+$1.4K	0.49%	31
2025 Q4	$909K	Buy	8,484 +26	+0.3%	+$2.78K	0.48%	31
2025 Q3	$901K	Buy	8,458 +1,332	+19%	+$139K	0.52%	30
2025 Q2	$745K	Buy	7,126 +1,469	+26%	+$153K	0.5%	31
2025 Q1	$596K	Buy	5,657 +2,800	+98%	+$298K	0.45%	30
2024 Q4	$304K	Buy	+2,857	New	+$307K	0.24%	37

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

Envision Financial's MUB Position: Q3 2026 in Review

Envision Financial increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q3 2026, buying an estimated $145K and bringing the position to 11,366 shares worth $1.15M. The position accounts for 0.51% of the portfolio, ranked #28.

Envision Financial first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Envision Financial held 11,366 shares of iShares National Muni Bond ETF worth $1.15M as of Q3 2026.
Envision Financial bought 1,379 iShares National Muni Bond ETF shares in Q3 2026, an estimated $145K.
iShares National Muni Bond ETF made up 0.51% of Envision Financial's portfolio in Q3 2026, its #28 holding.
Envision Financial first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.