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Farther Finance Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Farther Finance Advisors’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 		$71.3M Buy
705,609
+86,964
+14% +$9.13M 0.5% 30
2026
Q2 		$66.6M Buy
618,645
+85,900
+16% +$9.19M 0.52% 29
2026
Q1 		$56.6M Buy
532,745
+56,222
+12% +$6.05M 0.53% 31
2025
Q4 		$51M Buy
476,523
+22,475
+5% +$2.41M 0.55% 31
2025
Q3 		$48.4M Sell
454,048
-50,396
-10% -$5.27M 0.73% 22
2025
Q2 		$52.7M Buy
504,444
+63,093
+14% +$6.56M 1.05% 11
2025
Q1 		$46.6M Buy
441,351
+19,322
+5% +$2.05M 1.19% 12
2024
Q4 		$45M Buy
422,029
+121,681
+41% +$13.1M 1.63% 6
2024
Q3 		$32.6M Buy
300,348
+81,004
+37% +$8.73M 1.22% 8
2024
Q2 		$23.3M Buy
219,344
+38,007
+21% +$4.05M 1.13% 11
2024
Q1 		$19.4M Buy
181,337
+56,382
+45% +$6.08M 1.18% 11
2023
Q4 		$13.5M Buy
124,955
+70,271
+129% +$7.34M 0.97% 13
2023
Q3 		$5.61M Buy
54,684
+18,171
+50% +$1.92M 0.88% 21
2023
Q2 		$3.9M Buy
36,513
+5,436
+17% +$581K 0.85% 23
2023
Q1 		$3.35M Buy
31,077
+10,266
+49% +$1.1M 0.98% 19
2022
Q4 		$2.2M Buy
+20,811
New +$2.17M 0.85% 19

Other funds holding MUB

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Farther Finance Advisors's MUB Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q3 2026, buying an estimated $9.13M and bringing the position to 705,609 shares worth $71.3M. The position accounts for 0.5% of the portfolio, ranked #30.

Farther Finance Advisors first reported a position in MUB in Q4 2022 and has held it in 16 quarters since. 103 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Farther Finance Advisors held 705,609 shares of iShares National Muni Bond ETF worth $71.3M as of Q3 2026.
  • Farther Finance Advisors bought 86,964 iShares National Muni Bond ETF shares in Q3 2026, an estimated $9.13M.
  • iShares National Muni Bond ETF made up 0.5% of Farther Finance Advisors's portfolio in Q3 2026, its #30 holding.
  • Farther Finance Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.