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

Equita Financial Network’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 		$3.62M Buy
35,816
+19,694
+122% +$2.07M 1.03% 21
2026
Q2 		$1.74M Sell
16,122
-293
-2% -$31.3K 0.48% 34
2026
Q1 		$1.74M Buy
16,415
+75
+0.5% +$8.06K 0.55% 34
2025
Q4 		$1.75M Sell
16,340
-455
-3% -$48.7K 0.53% 31
2025
Q3 		$1.79M Sell
16,795
-1,218
-7% -$127K 0.6% 30
2025
Q2 		$1.88M Buy
18,013
+352
+2% +$36.6K 0.75% 26
2025
Q1 		$1.86M Sell
17,661
-54,087
-75% -$5.75M 0.65% 32
2024
Q4 		$7.64M Sell
71,748
-727
-1% -$78.1K 2.76% 11
2024
Q3 		$7.87M Buy
72,475
+1,215
+2% +$131K 2.88% 11
2024
Q2 		$7.59M Buy
71,260
+179
+0.3% +$19.1K 3.17% 9
2024
Q1 		$7.65M Buy
71,081
+8,745
+14% +$944K 3.43% 7
2023
Q4 		$6.76M Buy
62,336
+3,459
+6% +$361K 3.6% 8
2023
Q3 		$6.04M Buy
+58,877
New +$6.21M 3.71% 9

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Equita Financial Network's MUB Position: Q3 2026 in Review

Equita Financial Network increased its iShares National Muni Bond ETF (MUB) stake by 122% in Q3 2026, buying an estimated $2.07M and bringing the position to 35,816 shares worth $3.62M. The position accounts for 1.03% of the portfolio, ranked #21.

Equita Financial Network first reported a position in MUB in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.87M in Q3 2024. 1,297 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Equita Financial Network held 35,816 shares of iShares National Muni Bond ETF worth $3.62M as of Q3 2026.
  • Equita Financial Network bought 19,694 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.07M.
  • iShares National Muni Bond ETF made up 1.03% of Equita Financial Network's portfolio in Q3 2026, its #21 holding.
  • Equita Financial Network first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Equita Financial Network's iShares National Muni Bond ETF position peaked at $7.87M in Q3 2024.
  • 1,297 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.