IWS
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Insight Wealth Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Insight Wealth Strategies’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 		$4.41M Buy
43,626
+1,559
+4% +$164K 0.44% 76
2026
Q2 		$4.52M Buy
42,067
+2,629
+7% +$281K 0.44% 76
2026
Q1 		$4.19M Buy
39,438
+2,169
+6% +$233K 0.47% 69
2025
Q4 		$3.99M Buy
37,269
+873
+2% +$93.5K 0.46% 73
2025
Q3 		$3.88M Sell
36,396
-170
-0.5% -$17.8K 0.46% 73
2025
Q2 		$3.81M Sell
36,566
-122
-0.3% -$12.7K 0.48% 70
2025
Q1 		$3.87M Buy
36,688
+1,657
+5% +$176K 0.52% 58
2024
Q4 		$3.73M Sell
35,031
-3,608
-9% -$388K 0.5% 65
2024
Q3 		$4.2M Buy
38,639
+3,948
+11% +$425K 0.55% 47
2024
Q2 		$3.7M Buy
34,691
+2,860
+9% +$305K 0.53% 49
2024
Q1 		$3.43M Buy
31,831
+1,554
+5% +$168K 0.5% 46
2023
Q4 		$3.28M Buy
30,277
+2,828
+10% +$296K 0.53% 35
2023
Q3 		$2.81M Buy
27,449
+137
+0.5% +$14.4K 0.54% 35
2023
Q2 		$2.92M Buy
27,312
+263
+1% +$28.1K 0.56% 29
2023
Q1 		$2.91M Buy
27,049
+186
+0.7% +$19.9K 0.57% 27
2022
Q4 		$2.83M Buy
26,863
+479
+2% +$49.9K 0.55% 26
2022
Q3 		$2.81M Hold
26,384
– – 0.52% 27
2022
Q2 		$2.81M Buy
26,384
+387
+1% +$41.3K 0.52% 27
2022
Q1 		$2.85M Buy
25,997
+1,040
+4% +$117K 0.42% 31
2021
Q4 		$2.9M Sell
24,957
-837
-3% -$97.2K 0.41% 32
2021
Q3 		$3M Buy
25,794
+538
+2% +$63.1K 0.42% 31
2021
Q2 		$2.96M Sell
25,256
-8,740
-26% -$1.02M 0.42% 29
2021
Q1 		$3.94M Buy
33,996
+245
+0.7% +$28.6K 0.53% 28
2020
Q4 		$3.96M Buy
33,751
+5,584
+20% +$649K 0.67% 25
2020
Q3 		$3.27M Sell
28,167
-1,275
-4% -$148K 0.61% 26
2020
Q2 		$3.4M Buy
29,442
+4,697
+19% +$533K 0.76% 24
2020
Q1 		$2.8M Buy
24,745
+21,006
+562% +$2.4M 0.74% 23
2019
Q4 		$426K Sell
3,739
-709
-16% -$80.8K 0.09% 146
2019
Q3 		$508K Buy
4,448
+890
+25% +$102K 0.12% 114
2019
Q2 		$402K Buy
3,558
+43
+1% +$4.81K 0.1% 121
2019
Q1 		$391K Buy
+3,515
New +$385K 0.11% 112

Other funds holding MUB

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Insight Wealth Strategies's MUB Position: Q3 2026 in Review

Insight Wealth Strategies increased its iShares National Muni Bond ETF (MUB) stake by 3.7% in Q3 2026, buying an estimated $164K and bringing the position to 43,626 shares worth $4.41M. The position accounts for 0.44% of the portfolio, ranked #76.

Insight Wealth Strategies first reported a position in MUB in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.52M in Q2 2026. 103 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Insight Wealth Strategies held 43,626 shares of iShares National Muni Bond ETF worth $4.41M as of Q3 2026.
  • Insight Wealth Strategies bought 1,559 iShares National Muni Bond ETF shares in Q3 2026, an estimated $164K.
  • iShares National Muni Bond ETF made up 0.44% of Insight Wealth Strategies's portfolio in Q3 2026, its #76 holding.
  • Insight Wealth Strategies first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 31 quarters since.
  • Insight Wealth Strategies's iShares National Muni Bond ETF position peaked at $4.52M in Q2 2026.
  • 103 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.