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

IVC Wealth 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 		$319K Buy
3,154
+605
+24% +$63.5K 0.13% 126
2026
Q2 		$274K Sell
2,549
-13
-0.5% -$1.39K 0.11% 145
2026
Q1 		$272K Buy
2,562
+1
+0% +$108 0.12% 141
2025
Q4 		$274K Sell
2,561
-3
-0.1% -$321 0.12% 142
2025
Q3 		$273K Buy
+2,564
New +$268K 0.12% 145

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

IVC Wealth Advisors's MUB Position: Q3 2026 in Review

IVC Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 24% in Q3 2026, buying an estimated $63.5K and bringing the position to 3,154 shares worth $319K. The position accounts for 0.13% of the portfolio, ranked #126.

IVC Wealth Advisors first reported a position in MUB in Q3 2025 and has held it in 5 quarters since. 1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • IVC Wealth Advisors held 3,154 shares of iShares National Muni Bond ETF worth $319K as of Q3 2026.
  • IVC Wealth Advisors bought 605 iShares National Muni Bond ETF shares in Q3 2026, an estimated $63.5K.
  • iShares National Muni Bond ETF made up 0.13% of IVC Wealth Advisors's portfolio in Q3 2026, its #126 holding.
  • IVC Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.