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

Latitude 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	$277K	Buy	2,737 +169	+7%	+$17.7K	0.09%	205
2026 Q2	$276K	Buy	+2,568	New	+$275K	0.11%	201
2024 Q2	–	Sell	-1,891	Closed	-$204K	–	188
2024 Q1	$204K	Buy	+1,891	New	+$204K	0.13%	175
2023 Q2	–	Sell	-2,356	Closed	-$254K	–	189
2023 Q1	$254K	Buy	+2,356	New	+$252K	0.18%	130
2022 Q2	–	Sell	-3,205	Closed	-$351K	–	254
2022 Q1	$351K	Sell	3,205 -1,839	-36%	-$208K	0.08%	231
2021 Q4	$586K	Buy	5,044 +26	+0.5%	+$3.02K	0.16%	134
2021 Q3	$583K	Buy	5,018 +1,826	+57%	+$214K	0.18%	117
2021 Q2	$374K	Buy	+3,192	New	+$373K	0.28%	88

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

Latitude Advisors's MUB Position: Q3 2026 in Review

Latitude Advisors increased its iShares National Muni Bond ETF (MUB) stake by 6.6% in Q3 2026, buying an estimated $17.7K and bringing the position to 2,737 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #205.

Latitude Advisors first reported a position in MUB in Q2 2021 and has held it in 8 quarters since. The position peaked at $586K in Q4 2021. 769 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Latitude Advisors held 2,737 shares of iShares National Muni Bond ETF worth $277K as of Q3 2026.
Latitude Advisors bought 169 iShares National Muni Bond ETF shares in Q3 2026, an estimated $17.7K.
iShares National Muni Bond ETF made up 0.09% of Latitude Advisors's portfolio in Q3 2026, its #205 holding.
Latitude Advisors first reported a position in iShares National Muni Bond ETF in Q2 2021 and has held it in 8 quarters since.
Latitude Advisors's iShares National Muni Bond ETF position peaked at $586K in Q4 2021.
769 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.