LeConte Wealth Management
MUB icon

LeConte Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

LeConte Wealth 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 		$1.48M Sell
14,640
-365
-2% -$38.3K 0.79% 28
2026
Q2 		$1.61M Buy
15,005
+926
+7% +$99K 0.88% 22
2026
Q1 		$1.49M Buy
14,079
+383
+3% +$41.2K 0.97% 22
2025
Q4 		$1.47M Buy
13,696
+2,080
+18% +$223K 0.96% 19
2025
Q3 		$1.24M Buy
11,616
+4,208
+57% +$440K 0.83% 21
2025
Q2 		$774K Buy
7,408
+4,483
+153% +$466K 0.52% 27
2025
Q1 		$308K Buy
+2,925
New +$311K 0.2% 41

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

LeConte Wealth Management's MUB Position: Q3 2026 in Review

LeConte Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 2.4% in Q3 2026, selling an estimated $38.3K and leaving 14,640 shares worth $1.48M. The position accounts for 0.79% of the portfolio, ranked #28.

LeConte Wealth Management first reported a position in MUB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.61M in Q2 2026. 607 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • LeConte Wealth Management held 14,640 shares of iShares National Muni Bond ETF worth $1.48M as of Q3 2026.
  • LeConte Wealth Management sold 365 iShares National Muni Bond ETF shares in Q3 2026, an estimated $38.3K.
  • iShares National Muni Bond ETF made up 0.79% of LeConte Wealth Management's portfolio in Q3 2026, its #28 holding.
  • LeConte Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • LeConte Wealth Management's iShares National Muni Bond ETF position peaked at $1.61M in Q2 2026.
  • 607 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.