Level Wealth Management
MUB icon

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

Level 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 		$10M Buy
98,858
+41,881
+74% +$4.4M 3.81% 6
2026
Q2 		$6.13M Buy
56,977
+2,037
+4% +$218K 2.46% 9
2026
Q1 		$5.83M Buy
54,940
+1,855
+3% +$199K 2.73% 9
2025
Q4 		$5.69M Sell
53,085
-912
-2% -$97.6K 2.91% 8
2025
Q3 		$5.75M Buy
53,997
+9,600
+22% +$1M 3.03% 8
2025
Q2 		$4.64M Buy
44,397
+33,382
+303% +$3.47M 2.7% 8
2025
Q1 		$1.16M Buy
11,015
+5,118
+87% +$544K 0.76% 16
2024
Q4 		$628K Buy
+5,897
New +$634K 0.44% 23

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
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
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Level Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 74% in Q3 2026, buying an estimated $4.4M and bringing the position to 98,858 shares worth $10M. The position accounts for 3.81% of the portfolio, ranked #6.

Level Wealth Management first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Level Wealth Management held 98,858 shares of iShares National Muni Bond ETF worth $10M as of Q3 2026.
  • Level Wealth Management bought 41,881 iShares National Muni Bond ETF shares in Q3 2026, an estimated $4.4M.
  • iShares National Muni Bond ETF made up 3.81% of Level Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Level Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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