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

Independent Wealth Network’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 		$292K Sell
2,888
-498
-15% -$52.3K 0.07% 251
2026
Q2 		$364K Sell
3,386
-169
-5% -$18.1K 0.09% 220
2026
Q1 		$377K Buy
3,555
+199
+6% +$21.4K 0.11% 198
2025
Q4 		$359K Buy
3,356
+352
+12% +$37.7K 0.11% 190
2025
Q3 		$320K Buy
3,004
+156
+5% +$16.3K 0.1% 199
2025
Q2 		$298K Buy
2,848
+464
+19% +$48.2K 0.11% 195
2025
Q1 		$251K Buy
2,384
+407
+21% +$43.3K 0.1% 199
2024
Q4 		$211K Buy
+1,977
New +$212K 0.09% 220
2023
Q4 		– Sell
-2,084
Closed -$214K – 220
2023
Q3 		$214K Sell
2,084
-100
-5% -$10.5K 0.13% 183
2023
Q2 		$233K Buy
2,184
+75
+4% +$8.02K 0.14% 173
2023
Q1 		$227K Buy
+2,109
New +$225K 0.15% 166
2022
Q3 		– Sell
-1,902
Closed -$202K – 188
2022
Q2 		$202K Buy
+1,902
New +$203K 0.15% 170

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

Independent Wealth Network's MUB Position: Q3 2026 in Review

Independent Wealth Network reduced its iShares National Muni Bond ETF (MUB) stake by 15% in Q3 2026, selling an estimated $52.3K and leaving 2,888 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #251.

Independent Wealth Network first reported a position in MUB in Q2 2022 and has held it in 12 quarters since. The position peaked at $377K in Q1 2026. 1,110 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Independent Wealth Network held 2,888 shares of iShares National Muni Bond ETF worth $292K as of Q3 2026.
  • Independent Wealth Network sold 498 iShares National Muni Bond ETF shares in Q3 2026, an estimated $52.3K.
  • iShares National Muni Bond ETF made up 0.07% of Independent Wealth Network's portfolio in Q3 2026, its #251 holding.
  • Independent Wealth Network first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 12 quarters since.
  • Independent Wealth Network's iShares National Muni Bond ETF position peaked at $377K in Q1 2026.
  • 1,110 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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