GWSA
MUB icon

Global Wealth Strategies & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Global Wealth Strategies & Associates’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 		$11.6M Sell
115,195
-4,023
-3% -$422K 2.13% 11
2026
Q2 		$12.8M Buy
119,218
+2,612
+2% +$279K 2.43% 11
2026
Q1 		$12.4M Buy
116,606
+8,141
+8% +$875K 3.04% 8
2025
Q4 		$11.6M Buy
108,465
+4,726
+5% +$506K 2.9% 7
2025
Q3 		$11M Buy
103,739
+9,126
+10% +$955K 2.84% 8
2025
Q2 		$9.89M Buy
94,613
+4,512
+5% +$469K 2.83% 9
2025
Q1 		$9.5M Buy
90,101
+13,827
+18% +$1.47M 2.88% 10
2024
Q4 		$8.13M Buy
76,274
+4,621
+6% +$496K 2.54% 9
2024
Q3 		$7.78M Buy
71,653
+3,793
+6% +$409K 2.56% 9
2024
Q2 		$7.23M Buy
67,860
+10,158
+18% +$1.08M 2.59% 10
2024
Q1 		$6.21M Buy
57,702
+4,797
+9% +$518K 2.33% 10
2023
Q4 		$5.74M Buy
52,905
+16,056
+44% +$1.68M 2.39% 9
2023
Q3 		$3.78M Buy
36,849
+1,913
+5% +$202K 1.76% 17
2023
Q2 		$3.73M Buy
34,936
+1,062
+3% +$114K 1.75% 17
2023
Q1 		$3.65M Buy
33,874
+4,412
+15% +$471K 1.88% 17
2022
Q4 		$3.11M Buy
+29,462
New +$3.07M 1.8% 20

Other funds holding MUB

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Global Wealth Strategies & Associates's MUB Position: Q3 2026 in Review

Global Wealth Strategies & Associates reduced its iShares National Muni Bond ETF (MUB) stake by 3.4% in Q3 2026, selling an estimated $422K and leaving 115,195 shares worth $11.6M. The position accounts for 2.13% of the portfolio, ranked #11.

Global Wealth Strategies & Associates first reported a position in MUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.8M in Q2 2026. 15 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Global Wealth Strategies & Associates held 115,195 shares of iShares National Muni Bond ETF worth $11.6M as of Q3 2026.
  • Global Wealth Strategies & Associates sold 4,023 iShares National Muni Bond ETF shares in Q3 2026, an estimated $422K.
  • iShares National Muni Bond ETF made up 2.13% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #11 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Global Wealth Strategies & Associates's iShares National Muni Bond ETF position peaked at $12.8M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.