Hassell Wealth Management
MUB icon

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

Hassell 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 		$4.62M Hold
45,655
– – 1.39% 15
2026
Q2 		$4.88M Sell
45,655
-6
-0% -$642 1.5% 15
2026
Q1 		$4.85M Buy
45,661
+20
+0% +$2.15K 1.63% 13
2025
Q4 		$4.91M Buy
45,641
+7
+0% +$749 1.64% 13
2025
Q3 		$4.86M Buy
45,634
+8
+0% +$837 1.69% 13
2025
Q2 		$4.72M Buy
45,626
+12
+0% +$1.25K 1.73% 13
2025
Q1 		$4.71M Buy
45,614
+11
+0% +$1.17K 2.01% 13
2024
Q4 		$4.86M Buy
45,603
+10
+0% +$1.07K 1.96% 13
2024
Q3 		$4.88M Buy
45,593
+4
+0% +$431 2.05% 13
2024
Q2 		$4.9M Hold
45,589
– – 2.19% 13
2024
Q1 		$4.86M Hold
45,589
– – 3.08% 10
2023
Q4 		$4.93M Hold
45,589
– – 3.31% 10
2023
Q3 		$4.6M Sell
45,589
-1,321
-3% -$139K 3.35% 10
2023
Q2 		$5.01M Hold
46,910
– – 3.43% 10
2023
Q1 		$5.05M Hold
46,910
– – 3.7% 9
2022
Q4 		$5.05M Buy
+46,910
New +$4.89M 3.78% 9

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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

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

Hassell Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 45,655 shares worth $4.62M. The position accounts for 1.39% of the portfolio, ranked #15.

Hassell Wealth Management first reported a position in MUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.05M in Q1 2023. 769 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Hassell Wealth Management held 45,655 shares of iShares National Muni Bond ETF worth $4.62M as of Q3 2026.
  • Hassell Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up 1.39% of Hassell Wealth Management's portfolio in Q3 2026, its #15 holding.
  • Hassell Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Hassell Wealth Management's iShares National Muni Bond ETF position peaked at $5.05M in Q1 2023.
  • 769 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Hassell Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.