GAMMA Investing
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GAMMA Investing’s iShares National Muni Bond ETF MUB Stock Holding History

GAMMA Investing’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 		$22.4M Sell
221,161
-29,593
-12% -$3.11M 0.76% 19
2026
Q2 		$27M Buy
250,754
+37,161
+17% +$3.97M 1% 14
2026
Q1 		$22.7M Buy
213,593
+34,960
+20% +$3.76M 1.06% 12
2025
Q4 		$19.1M Buy
178,633
+39,803
+29% +$4.26M 0.96% 13
2025
Q3 		$14.8M Buy
138,830
+27,355
+25% +$2.86M 0.82% 15
2025
Q2 		$11.6M Sell
111,475
-16,033
-13% -$1.67M 0.74% 17
2025
Q1 		$13.4M Buy
127,508
+13,101
+11% +$1.39M 1.01% 13
2024
Q4 		$12.2M Buy
114,407
+13,838
+14% +$1.49M 1.04% 11
2024
Q3 		$10.9M Buy
100,569
+24,923
+33% +$2.69M 1.08% 12
2024
Q2 		$8.06M Buy
75,646
+17,932
+31% +$1.91M 1.1% 11
2024
Q1 		$6.21M Buy
57,714
+7,066
+14% +$762K 1.26% 8
2023
Q4 		$5.49M Buy
+50,648
New +$5.29M 1.49% 6

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
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

GAMMA Investing's MUB Position: Q3 2026 in Review

GAMMA Investing reduced its iShares National Muni Bond ETF (MUB) stake by 12% in Q3 2026, selling an estimated $3.11M and leaving 221,161 shares worth $22.4M. The position accounts for 0.76% of the portfolio, ranked #19.

GAMMA Investing first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $27M in Q2 2026. 507 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • GAMMA Investing held 221,161 shares of iShares National Muni Bond ETF worth $22.4M as of Q3 2026.
  • GAMMA Investing sold 29,593 iShares National Muni Bond ETF shares in Q3 2026, an estimated $3.11M.
  • iShares National Muni Bond ETF made up 0.76% of GAMMA Investing's portfolio in Q3 2026, its #19 holding.
  • GAMMA Investing first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's iShares National Muni Bond ETF position peaked at $27M in Q2 2026.
  • 507 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.