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

Financial Management Professionals’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
-39
Closed -$4.09K – 1047
2026
Q2 		$4.18K Buy
+39
New +$4.17K ﹤0.01% 714
2023
Q1 		– Sell
-6,286
Closed -$663K – 1091
2022
Q4 		$663K Buy
+6,286
New +$655K 0.14% 50
2022
Q3 		– Sell
-100
Closed -$11K – 1041
2022
Q2 		$11K Buy
+100
New +$10.7K ﹤0.01% 486

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
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
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Financial Management Professionals's MUB Position: Q3 2026 in Review

Financial Management Professionals sold out of iShares National Muni Bond ETF (MUB) in Q3 2026, closing a stake of 39 shares — an estimated $4.09K sold.

Financial Management Professionals first reported a position in MUB in Q2 2022 and held it in 3 quarters. The position peaked at $663K in Q4 2022. 607 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Financial Management Professionals reported no remaining iShares National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Financial Management Professionals sold 39 iShares National Muni Bond ETF shares in Q3 2026, an estimated $4.09K.
  • Financial Management Professionals first reported a position in iShares National Muni Bond ETF in Q2 2022 and held it in 3 quarters.
  • Financial Management Professionals's iShares National Muni Bond ETF position peaked at $663K in Q4 2022.
  • 607 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.