Insight Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Insight Advisors’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	$360K	Hold	3,565	–	–	0.06%	165
2026 Q2	$384K	Sell	3,565 -285	-7%	-$30.5K	0.07%	166
2026 Q1	$409K	Sell	3,850 -26	-0.7%	-$2.8K	0.08%	154
2025 Q4	$415K	Sell	3,876 -63	-2%	-$6.74K	0.06%	175
2025 Q3	$420K	Buy	3,939 +251	+7%	+$26.3K	0.06%	172
2025 Q2	$385K	Buy	3,688 +1	+0%	+$104	0.06%	183
2025 Q1	$389K	Hold	3,687	–	–	0.07%	181
2024 Q4	$393K	Sell	3,687 -20	-0.5%	-$2.15K	0.07%	186
2024 Q3	$403K	Hold	3,707	–	–	0.07%	190
2024 Q2	$395K	Buy	3,707 +747	+25%	+$79.6K	0.07%	185
2024 Q1	$318K	Buy	2,960 +42	+1%	+$4.53K	0.06%	224
2023 Q4	$316K	Hold	2,918	–	–	0.07%	205
2023 Q3	$299K	Hold	2,918	–	–	0.07%	206
2023 Q2	$311K	Hold	2,918	–	–	0.07%	206
2023 Q1	$314K	Hold	2,918	–	–	0.07%	218
2022 Q4	$309K	Buy	+2,918	New	+$304K	0.11%	238

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Insight Advisors's MUB Position: Q3 2026 in Review

Insight Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 3,565 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #165.

Insight Advisors first reported a position in MUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $420K in Q3 2025. 502 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Insight Advisors held 3,565 shares of iShares National Muni Bond ETF worth $360K as of Q3 2026.
Insight Advisors left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
iShares National Muni Bond ETF made up 0.06% of Insight Advisors's portfolio in Q3 2026, its #165 holding.
Insight Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
Insight Advisors's iShares National Muni Bond ETF position peaked at $420K in Q3 2025.
502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.