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

Friday Financial’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	$1.3M	Buy	12,802 +3,210	+33%	+$337K	0.26%	54
2026 Q2	$1.03M	Buy	9,592 +4,436	+86%	+$474K	0.28%	49
2026 Q1	$547K	Sell	5,156 -564	-10%	-$60.6K	0.19%	60
2025 Q4	$613K	Buy	5,720 +2,419	+73%	+$259K	0.22%	54
2025 Q3	$352K	Hold	3,301	–	–	0.15%	73
2025 Q2	$345K	Sell	3,301 -19	-0.6%	-$1.98K	0.18%	68
2025 Q1	$350K	Buy	3,320 +726	+28%	+$77.2K	0.21%	57
2024 Q4	$276K	Buy	+2,594	New	+$279K	0.19%	55

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Friday Financial's MUB Position: Q3 2026 in Review

Friday Financial increased its iShares National Muni Bond ETF (MUB) stake by 33% in Q3 2026, buying an estimated $337K and bringing the position to 12,802 shares worth $1.3M. The position accounts for 0.26% of the portfolio, ranked #54.

Friday Financial first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. 504 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Friday Financial held 12,802 shares of iShares National Muni Bond ETF worth $1.3M as of Q3 2026.
Friday Financial bought 3,210 iShares National Muni Bond ETF shares in Q3 2026, an estimated $337K.
iShares National Muni Bond ETF made up 0.26% of Friday Financial's portfolio in Q3 2026, its #54 holding.
Friday Financial first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.