Marion Wealth Management
MUB icon

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

Marion 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 		$398K Buy
3,936
+1,359
+53% +$143K 0.08% 111
2026
Q2 		$277K Hold
2,577
– – 0.06% 131
2026
Q1 		$274K Buy
2,577
+377
+17% +$40.5K 0.06% 118
2025
Q4 		$237K Buy
2,200
+264
+14% +$28.3K 0.05% 131
2025
Q3 		$206K Buy
+1,936
New +$203K 0.05% 131

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

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

Marion Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 53% in Q3 2026, buying an estimated $143K and bringing the position to 3,936 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #111.

Marion Wealth Management first reported a position in MUB in Q3 2025 and has held it in 5 quarters since. 1,045 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Marion Wealth Management held 3,936 shares of iShares National Muni Bond ETF worth $398K as of Q3 2026.
  • Marion Wealth Management bought 1,359 iShares National Muni Bond ETF shares in Q3 2026, an estimated $143K.
  • iShares National Muni Bond ETF made up 0.08% of Marion Wealth Management's portfolio in Q3 2026, its #111 holding.
  • Marion Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.