Kagan Cocozza Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Kagan Cocozza Asset Management’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	$342K	Buy	3,383 +123	+4%	+$12.9K	0.21%	56
2026 Q2	$351K	Sell	3,260 -130	-4%	-$13.9K	0.22%	53
2026 Q1	$360K	Sell	3,390 -495	-13%	-$53.2K	0.25%	54
2025 Q4	$416K	Sell	3,885 -3,485	-47%	-$373K	0.3%	46
2025 Q3	$785K	Buy	7,370 +508	+7%	+$53.2K	0.59%	28
2025 Q2	$717K	Buy	6,862 +109	+2%	+$11.3K	0.55%	36
2025 Q1	$712K	Buy	6,753 +1,305	+24%	+$139K	0.58%	36
2024 Q4	$580K	Buy	+5,448	New	+$585K	0.48%	41

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

Kagan Cocozza Asset Management's MUB Position: Q3 2026 in Review

Kagan Cocozza Asset Management increased its iShares National Muni Bond ETF (MUB) stake by 3.8% in Q3 2026, buying an estimated $12.9K and bringing the position to 3,383 shares worth $342K. The position accounts for 0.21% of the portfolio, ranked #56.

Kagan Cocozza Asset Management first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $785K in Q3 2025. 502 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Kagan Cocozza Asset Management held 3,383 shares of iShares National Muni Bond ETF worth $342K as of Q3 2026.
Kagan Cocozza Asset Management bought 123 iShares National Muni Bond ETF shares in Q3 2026, an estimated $12.9K.
iShares National Muni Bond ETF made up 0.21% of Kagan Cocozza Asset Management's portfolio in Q3 2026, its #56 holding.
Kagan Cocozza Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Kagan Cocozza Asset Management's iShares National Muni Bond ETF position peaked at $785K in Q3 2025.
502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.