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

Martel Wealth 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	$10.8M	Buy	106,576 +1,944	+2%	+$204K	1.69%	9
2026 Q2	$11.3M	Buy	104,632 +1,040	+1%	+$111K	1.77%	10
2026 Q1	$11M	Buy	103,592 +2,640	+3%	+$284K	1.87%	9
2025 Q4	$10.8M	Buy	100,952 +2,296	+2%	+$246K	1.85%	10
2025 Q3	$10.5M	Buy	98,656 +6,499	+7%	+$680K	1.84%	10
2025 Q2	$9.6M	Sell	92,157 -1,773	-2%	-$184K	1.79%	10
2025 Q1	$9.9M	Buy	93,930 +1,610	+2%	+$171K	1.97%	10
2024 Q4	$9.8M	Buy	92,320 +2,340	+3%	+$251K	1.92%	11
2024 Q3	$9.7M	Buy	89,980 +3,184	+4%	+$343K	1.99%	10
2024 Q2	$9.25M	Buy	86,796 +2,769	+3%	+$295K	1.98%	10
2024 Q1	$9.04M	Buy	84,027 +3,850	+5%	+$415K	1.96%	10
2023 Q4	$8.69M	Buy	80,177 +2,099	+3%	+$219K	1.97%	10
2023 Q3	$8.01M	Buy	78,078 +591	+0.8%	+$62.3K	1.99%	10
2023 Q2	$8.27M	Buy	77,487 +1,845	+2%	+$197K	2.01%	10
2023 Q1	$8.15M	Buy	75,642 +8,991	+13%	+$961K	2.08%	10
2022 Q4	$7.03M	Buy	66,651 +8,944	+15%	+$932K	1.91%	10
2022 Q3	$6.08M	Sell	57,707 -10,541	-15%	-$1.12M	1.74%	9
2022 Q2	$7.19M	Buy	68,248 +11,057	+19%	+$1.18M	1.97%	9
2022 Q1	$6.69M	Sell	57,191 -12,897	-18%	-$1.46M	1.63%	10
2021 Q4	$8.2M	Buy	70,088 +2,911	+4%	+$338K	1.94%	9
2021 Q3	$7.86M	Buy	67,177 +1,134	+2%	+$133K	1.98%	9
2021 Q2	$7.73M	Buy	66,043 +4,308	+7%	+$503K	1.95%	10
2021 Q1	$7.16M	Buy	61,735 +3,822	+7%	+$446K	1.98%	9
2020 Q4	$6.79M	Buy	57,913 +465	+0.8%	+$54K	1.96%	10
2020 Q3	$6.66M	Buy	57,448 +1,922	+3%	+$223K	2.16%	9
2020 Q2	$6.41M	Sell	55,526 -1,402	-2%	-$159K	2.22%	9
2020 Q1	$6.43M	Sell	56,928 -1,509	-3%	-$172K	2.51%	9
2019 Q4	$6.66M	Buy	58,437 +381	+0.7%	+$43.4K	2.29%	9
2019 Q3	$6.62M	Sell	58,056 -2,604	-4%	-$297K	2.39%	9
2019 Q2	$6.86M	Buy	60,660 +402	+0.7%	+$45K	2.5%	9
2019 Q1	$6.7M	Buy	60,258 +218	+0.4%	+$23.9K	2.52%	9
2018 Q4	$6.55M	Sell	60,040 -4,273	-7%	-$460K	2.69%	9
2018 Q3	$6.94M	Buy	+64,313	New	+$6.99M	2.64%	9

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

Martel Wealth Advisors's MUB Position: Q3 2026 in Review

Martel Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 1.9% in Q3 2026, buying an estimated $204K and bringing the position to 106,576 shares worth $10.8M. The position accounts for 1.69% of the portfolio, ranked #9.

Martel Wealth Advisors first reported a position in MUB in Q3 2018 and has held it in 33 quarters since. The position peaked at $11.3M in Q2 2026. 711 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Martel Wealth Advisors held 106,576 shares of iShares National Muni Bond ETF worth $10.8M as of Q3 2026.
Martel Wealth Advisors bought 1,944 iShares National Muni Bond ETF shares in Q3 2026, an estimated $204K.
iShares National Muni Bond ETF made up 1.69% of Martel Wealth Advisors's portfolio in Q3 2026, its #9 holding.
Martel Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2018 and has held it in 33 quarters since.
Martel Wealth Advisors's iShares National Muni Bond ETF position peaked at $11.3M in Q2 2026.
711 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Martel Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.