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

HORAN 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	$1.5M	Buy	14,858 +6,320	+74%	+$663K	0.15%	91
2026 Q2	$919K	Sell	8,538 -8,214	-49%	-$878K	0.11%	101
2026 Q1	$1.78M	Buy	16,752 +8,376	+100%	+$901K	0.17%	77
2025 Q4	$897K	Buy	8,376 +1,368	+20%	+$146K	0.14%	86
2025 Q3	$746K	Buy	7,008 +3,507	+100%	+$367K	0.12%	111
2025 Q2	$366K	Buy	+3,501	New	+$364K	0.11%	89

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HORAN Wealth's MUB Position: Q3 2026 in Review

HORAN Wealth increased its iShares National Muni Bond ETF (MUB) stake by 74% in Q3 2026, buying an estimated $663K and bringing the position to 14,858 shares worth $1.5M. The position accounts for 0.15% of the portfolio, ranked #91.

HORAN Wealth first reported a position in MUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.78M in Q1 2026. 1,336 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

HORAN Wealth held 14,858 shares of iShares National Muni Bond ETF worth $1.5M as of Q3 2026.
HORAN Wealth bought 6,320 iShares National Muni Bond ETF shares in Q3 2026, an estimated $663K.
iShares National Muni Bond ETF made up 0.15% of HORAN Wealth's portfolio in Q3 2026, its #91 holding.
HORAN Wealth first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
HORAN Wealth's iShares National Muni Bond ETF position peaked at $1.78M in Q1 2026.
1,336 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.