IMG Wealth Management
MUB icon

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

IMG 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 		$108K Buy
1,066
+88
+9% +$9.24K 0.06% 143
2026
Q2 		$105K Buy
978
+737
+306% +$78.8K 0.06% 152
2026
Q1 		$25.6K Buy
241
+107
+80% +$11.5K 0.02% 217
2025
Q4 		$14.4K Hold
134
– – 0.01% 279
2025
Q3 		$14.3K Hold
134
– – 0.01% 232
2025
Q2 		$14K Hold
134
– – 0.01% 231
2025
Q1 		$14.1K Buy
+134
New +$14.3K 0.01% 208

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

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

IMG Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 9% in Q3 2026, buying an estimated $9.24K and bringing the position to 1,066 shares worth $108K. The position accounts for 0.06% of the portfolio, ranked #143.

IMG Wealth Management first reported a position in MUB in Q1 2025 and has held it in 7 quarters since. 892 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • IMG Wealth Management held 1,066 shares of iShares National Muni Bond ETF worth $108K as of Q3 2026.
  • IMG Wealth Management bought 88 iShares National Muni Bond ETF shares in Q3 2026, an estimated $9.24K.
  • iShares National Muni Bond ETF made up 0.06% of IMG Wealth Management's portfolio in Q3 2026, its #143 holding.
  • IMG Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 892 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.