Midwest Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Midwest Trust’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	$5.2M	Buy	51,409 +751	+1%	+$78.8K	0.06%	209
2026 Q2	$5.45M	Sell	50,658 -1,010	-2%	-$108K	0.06%	205
2026 Q1	$5.48M	Buy	51,668 +12,994	+34%	+$1.4M	0.07%	198
2025 Q4	$4.14M	Sell	38,674 -1,558	-4%	-$167K	0.05%	221
2025 Q3	$4.28M	Sell	40,232 -3,392	-8%	-$355K	0.06%	221
2025 Q2	$4.56M	Buy	+43,624	New	+$4.54M	0.06%	212

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

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Midwest Trust's MUB Position: Q3 2026 in Review

Midwest Trust increased its iShares National Muni Bond ETF (MUB) stake by 1.5% in Q3 2026, buying an estimated $78.8K and bringing the position to 51,409 shares worth $5.2M. The position accounts for 0.06% of the portfolio, ranked #209.

Midwest Trust first reported a position in MUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.48M in Q1 2026. 496 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Midwest Trust held 51,409 shares of iShares National Muni Bond ETF worth $5.2M as of Q3 2026.
Midwest Trust bought 751 iShares National Muni Bond ETF shares in Q3 2026, an estimated $78.8K.
iShares National Muni Bond ETF made up 0.06% of Midwest Trust's portfolio in Q3 2026, its #209 holding.
Midwest Trust first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares National Muni Bond ETF position peaked at $5.48M in Q1 2026.
496 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.