IMPACTfolio
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IMPACTfolio’s iShares National Muni Bond ETF MUB Stock Holding History

IMPACTfolio’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 		$7.37M Buy
72,886
+3,536
+5% +$371K 2.69% 7
2026
Q2 		$7.46M Buy
69,350
+1,948
+3% +$208K 2.81% 7
2026
Q1 		$7.15M Sell
67,402
-13,054
-16% -$1.4M 3.04% 7
2025
Q4 		$8.62M Buy
80,456
+4,975
+7% +$533K 3.62% 7
2025
Q3 		$8.04M Buy
75,481
+7,416
+11% +$776K 3.47% 7
2025
Q2 		$7.11M Sell
68,065
-2,590
-4% -$269K 3.37% 7
2025
Q1 		$7.45M Buy
70,655
+10,847
+18% +$1.15M 3.92% 7
2024
Q4 		$6.37M Buy
59,808
+7,722
+15% +$830K 3.31% 7
2024
Q3 		$5.66M Buy
52,086
+4,661
+10% +$502K 2.92% 7
2024
Q2 		$5.05M Buy
47,425
+770
+2% +$82K 2.83% 7
2024
Q1 		$5.02M Buy
+46,655
New +$5.03M 3.03% 7
2022
Q4 		– Sell
-9,384
Closed -$963K – 48
2022
Q3 		$963K Buy
9,384
+6,910
+279% +$735K 0.94% 15
2022
Q2 		$263K Sell
2,474
-55,725
-96% -$5.95M 0.25% 31
2022
Q1 		$6.38M Buy
58,199
+55,235
+1,864% +$6.23M 4.75% 9
2021
Q4 		$345K Buy
+2,964
New +$344K 0.3% 30

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

IMPACTfolio's MUB Position: Q3 2026 in Review

IMPACTfolio increased its iShares National Muni Bond ETF (MUB) stake by 5.1% in Q3 2026, buying an estimated $371K and bringing the position to 72,886 shares worth $7.37M. The position accounts for 2.69% of the portfolio, ranked #7.

IMPACTfolio first reported a position in MUB in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.62M in Q4 2025. 769 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • IMPACTfolio held 72,886 shares of iShares National Muni Bond ETF worth $7.37M as of Q3 2026.
  • IMPACTfolio bought 3,536 iShares National Muni Bond ETF shares in Q3 2026, an estimated $371K.
  • iShares National Muni Bond ETF made up 2.69% of IMPACTfolio's portfolio in Q3 2026, its #7 holding.
  • IMPACTfolio first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • IMPACTfolio's iShares National Muni Bond ETF position peaked at $8.62M in Q4 2025.
  • 769 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on IMPACTfolio's 13F filing for Q3 2026, filed 28 Oct 2026.