Forza Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Forza Wealth Management’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	$5.13M	Hold	50,700	–	–	1.48%	15
2026 Q2	$5.46M	Hold	50,700	–	–	1.67%	12
2026 Q1	$5.38M	Hold	50,700	–	–	1.87%	10
2025 Q4	$5.43M	Sell	50,700 -1,900	-4%	-$203K	1.96%	12
2025 Q3	$5.6M	Buy	52,600 +2,900	+6%	+$303K	2.15%	9
2025 Q2	$5.19M	Buy	49,700 +39,300	+378%	+$4.09M	2.13%	7
2025 Q1	$1.1M	Hold	10,400	–	–	0.49%	49
2024 Q4	$1.11M	Hold	10,400	–	–	0.5%	49
2024 Q3	$1.13M	Hold	10,400	–	–	0.52%	51
2024 Q2	$1.11M	Hold	10,400	–	–	0.57%	49
2024 Q1	$1.12M	Hold	10,400	–	–	0.58%	51
2023 Q4	$1.13M	Buy	+10,400	New	+$1.09M	0.62%	48

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

Forza Wealth Management's MUB Position: Q3 2026 in Review

Forza Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 50,700 shares worth $5.13M. The position accounts for 1.48% of the portfolio, ranked #15.

Forza Wealth Management first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.6M in Q3 2025. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Forza Wealth Management held 50,700 shares of iShares National Muni Bond ETF worth $5.13M as of Q3 2026.
Forza Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
iShares National Muni Bond ETF made up 1.48% of Forza Wealth Management's portfolio in Q3 2026, its #15 holding.
Forza Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
Forza Wealth Management's iShares National Muni Bond ETF position peaked at $5.6M in Q3 2025.
555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.