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

First Affirmative 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	$559K	Buy	+5,534	New	+$581K	0.12%	162
2026 Q1	$531K	Buy	+5,007	New	+$538K	0.21%	116
2025 Q3	$428K	Buy	4,020 +1	+0%	+$105	0.2%	125
2025 Q2	$420K	Sell	4,019 -695	-15%	-$72.3K	0.22%	123
2025 Q1	$497K	Buy	4,714 +321	+7%	+$34.1K	0.3%	93
2024 Q4	$468K	Buy	4,393 +216	+5%	+$23.2K	0.27%	98
2024 Q3	$454K	Sell	4,177 -301	-7%	-$32.4K	0.25%	112
2024 Q2	$477K	Sell	4,478 -1,297	-22%	-$138K	0.33%	84
2024 Q1	$621K	Sell	5,775 -115	-2%	-$12.4K	0.46%	50
2023 Q4	$639K	Buy	5,890 +260	+5%	+$27.2K	0.51%	39
2023 Q3	$577K	Sell	5,630 -156	-3%	-$16.5K	0.56%	36
2023 Q2	$618K	Sell	5,786 -76	-1%	-$8.12K	0.62%	36
2023 Q1	$632K	Sell	5,862 -207	-3%	-$22.1K	0.73%	24
2022 Q4	$640K	Sell	6,069 -407	-6%	-$42.4K	0.78%	20
2022 Q3	$664K	Sell	6,476 -1,519	-19%	-$161K	0.84%	18
2022 Q2	$850K	Sell	7,995 -247	-3%	-$26.4K	0.97%	14
2022 Q1	$904K	Buy	8,242 +109	+1%	+$12.3K	0.87%	20
2021 Q4	$946K	Sell	8,133 -169	-2%	-$19.6K	0.86%	24
2021 Q3	$964K	Buy	+8,302	New	+$973K	0.99%	16

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

First Affirmative Financial Network's MUB Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 5,534 shares worth $559K. The stake represents 0.12% of the portfolio and ranks #162 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MUB as recently as Q1 2026.

First Affirmative Financial Network first reported a position in MUB in Q3 2021 and has held it in 19 quarters since. The position peaked at $964K in Q3 2021. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

First Affirmative Financial Network held 5,534 shares of iShares National Muni Bond ETF worth $559K as of Q3 2026.
iShares National Muni Bond ETF was a new First Affirmative Financial Network position in Q3 2026.
iShares National Muni Bond ETF made up 0.12% of First Affirmative Financial Network's portfolio in Q3 2026, its #162 holding.
First Affirmative Financial Network first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 19 quarters since.
First Affirmative Financial Network's iShares National Muni Bond ETF position peaked at $964K in Q3 2021.
555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.