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

Maia Wealth’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	$2.34M	Sell	23,146 -4,350	-16%	-$457K	0.32%	91
2026 Q2	$2.96M	Buy	27,496 +4,993	+22%	+$534K	0.44%	69
2026 Q1	$2.39M	Buy	22,503 +18	+0.1%	+$1.94K	0.4%	73
2025 Q4	$2.43M	Sell	22,485 -5,613	-20%	-$601K	0.41%	68
2025 Q3	$3.01M	Buy	28,098 +4,459	+19%	+$467K	0.51%	50
2025 Q2	$2.47M	Buy	23,639 +1,463	+7%	+$152K	0.47%	54
2025 Q1	$2.29M	Buy	22,176 +538	+2%	+$57.2K	0.52%	50
2024 Q4	$2.31M	Buy	21,638 +1,719	+9%	+$185K	0.5%	46
2024 Q3	$2.13M	Buy	19,919 +1,680	+9%	+$181K	0.53%	46
2024 Q2	$1.96M	Buy	+18,239	New	+$1.94M	0.59%	46
2023 Q4	$1.68M	Buy	+15,504	New	+$1.62M	0.68%	36

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

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

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

Maia Wealth's MUB Position: Q3 2026 in Review

Maia Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 16% in Q3 2026, selling an estimated $457K and leaving 23,146 shares worth $2.34M. The position accounts for 0.32% of the portfolio, ranked #91.

Maia Wealth first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.01M in Q3 2025. 631 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Maia Wealth held 23,146 shares of iShares National Muni Bond ETF worth $2.34M as of Q3 2026.
Maia Wealth sold 4,350 iShares National Muni Bond ETF shares in Q3 2026, an estimated $457K.
iShares National Muni Bond ETF made up 0.32% of Maia Wealth's portfolio in Q3 2026, its #91 holding.
Maia Wealth first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares National Muni Bond ETF position peaked at $3.01M in Q3 2025.
631 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.