Intergy Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Intergy Private Wealth’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	$421K	Buy	4,163 +257	+7%	+$27K	0.09%	82
2026 Q2	$420K	Hold	3,906	–	–	0.1%	80
2026 Q1	$415K	Buy	3,906 +387	+11%	+$41.6K	0.12%	74
2025 Q4	$377K	Buy	3,519 +1,228	+54%	+$131K	0.11%	79
2025 Q3	$244K	Buy	+2,291	New	+$240K	0.08%	92
2025 Q1	–	Sell	-2,398	Closed	-$256K	–	97
2024 Q4	$256K	Buy	2,398 +8	+0.3%	+$859	0.1%	80
2024 Q3	$260K	Buy	2,390 +6	+0.3%	+$647	0.1%	74
2024 Q2	$254K	Sell	2,384 -435	-15%	-$46.3K	0.1%	72
2024 Q1	$303K	Buy	2,819 +4	+0.1%	+$432	0.12%	68
2023 Q4	$305K	Buy	+2,815	New	+$294K	0.13%	65
2022 Q4	–	Sell	-2,680	Closed	-$275K	–	67
2022 Q3	$275K	Buy	+2,680	New	+$285K	0.2%	53

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

Intergy Private Wealth's MUB Position: Q3 2026 in Review

Intergy Private Wealth increased its iShares National Muni Bond ETF (MUB) stake by 6.6% in Q3 2026, buying an estimated $27K and bringing the position to 4,163 shares worth $421K. The position accounts for 0.09% of the portfolio, ranked #82.

Intergy Private Wealth first reported a position in MUB in Q3 2022 and has held it in 11 quarters since. 504 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Intergy Private Wealth held 4,163 shares of iShares National Muni Bond ETF worth $421K as of Q3 2026.
Intergy Private Wealth bought 257 iShares National Muni Bond ETF shares in Q3 2026, an estimated $27K.
iShares National Muni Bond ETF made up 0.09% of Intergy Private Wealth's portfolio in Q3 2026, its #82 holding.
Intergy Private Wealth first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 11 quarters since.
504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.