Holos Integrated Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Holos Integrated Wealth’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	$14.7K	Hold	144	–	–	0.01%	242
2026 Q2	$15.4K	Hold	144	–	–	0.01%	231
2026 Q1	$15.3K	Hold	144	–	–	0.01%	228
2025 Q4	$15.4K	Hold	144	–	–	0.01%	178
2025 Q3	$15.4K	Hold	144	–	–	0.01%	172
2025 Q2	$15K	Hold	144	–	–	0.01%	172
2025 Q1	$15.2K	Hold	144	–	–	0.01%	171
2024 Q4	$15.3K	Buy	+144	New	+$15.5K	0.01%	171

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

Holos Integrated Wealth's MUB Position: Q3 2026 in Review

Holos Integrated Wealth held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 144 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #242.

Holos Integrated Wealth first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.4K in Q2 2026. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Holos Integrated Wealth held 144 shares of iShares National Muni Bond ETF worth $14.7K as of Q3 2026.
Holos Integrated Wealth left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
iShares National Muni Bond ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #242 holding.
Holos Integrated Wealth first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's iShares National Muni Bond ETF position peaked at $15.4K in Q2 2026.
555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.