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

LVW 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	$482K	Buy	4,763 +1,386	+41%	+$145K	0.04%	263
2026 Q2	$363K	Sell	3,377 -152	-4%	-$16.3K	0.03%	302
2026 Q1	$375K	Buy	+3,529	New	+$379K	0.04%	270
2018 Q1	–	Sell	-8,427	Closed	-$933K	–	146
2017 Q4	$933K	Buy	+8,427	New	+$933K	0.27%	65

Other funds holding MUB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LVW Advisors's MUB Position: Q3 2026 in Review

LVW Advisors increased its iShares National Muni Bond ETF (MUB) stake by 41% in Q3 2026, buying an estimated $145K and bringing the position to 4,763 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #263.

LVW Advisors first reported a position in MUB in Q4 2017 and has held it in 4 quarters since. The position peaked at $933K in Q4 2017. 1,003 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

LVW Advisors held 4,763 shares of iShares National Muni Bond ETF worth $482K as of Q3 2026.
LVW Advisors bought 1,386 iShares National Muni Bond ETF shares in Q3 2026, an estimated $145K.
iShares National Muni Bond ETF made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #263 holding.
LVW Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 4 quarters since.
LVW Advisors's iShares National Muni Bond ETF position peaked at $933K in Q4 2017.
1,003 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.