Lee Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Lee Financial’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	$278K	Sell	2,752 -55	-2%	-$5.77K	0.03%	139
2026 Q2	$302K	Hold	2,807	–	–	0.04%	138
2026 Q1	$298K	Buy	2,807 +70	+3%	+$7.53K	0.04%	127
2025 Q4	$293K	Buy	2,737 +3	+0.1%	+$321	0.04%	118
2025 Q3	$291K	Sell	2,734 -2,473	-47%	-$259K	0.04%	150
2025 Q2	$544K	Sell	5,207 -525	-9%	-$54.6K	0.08%	94
2025 Q1	$604K	Buy	5,732 +148	+3%	+$15.7K	0.09%	89
2024 Q4	$595K	Buy	5,584 +294	+6%	+$31.6K	0.08%	103
2024 Q3	$575K	Buy	5,290 +90	+2%	+$9.7K	0.08%	107
2024 Q2	$554K	Hold	5,200	–	–	0.09%	92
2024 Q1	$560K	Buy	5,200 +145	+3%	+$15.6K	0.09%	92
2023 Q4	$548K	Buy	5,055 +5,000	+9,091%	+$523K	0.1%	89
2023 Q3	$5.64K	Hold	55	–	–	﹤0.01%	501
2023 Q2	$5.87K	Hold	55	–	–	﹤0.01%	481
2023 Q1	$5.93K	Buy	+55	New	+$5.88K	﹤0.01%	499
2022 Q3	–	Sell	-89	Closed	-$9K	–	942
2022 Q2	$9K	Buy	+89	New	+$9.5K	﹤0.01%	468

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

Lee Financial's MUB Position: Q3 2026 in Review

Lee Financial reduced its iShares National Muni Bond ETF (MUB) stake by 2% in Q3 2026, selling an estimated $5.77K and leaving 2,752 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #139.

Lee Financial first reported a position in MUB in Q2 2022 and has held it in 16 quarters since. The position peaked at $604K in Q1 2025. 502 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Lee Financial held 2,752 shares of iShares National Muni Bond ETF worth $278K as of Q3 2026.
Lee Financial sold 55 iShares National Muni Bond ETF shares in Q3 2026, an estimated $5.77K.
iShares National Muni Bond ETF made up 0.03% of Lee Financial's portfolio in Q3 2026, its #139 holding.
Lee Financial first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
Lee Financial's iShares National Muni Bond ETF position peaked at $604K in Q1 2025.
502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.