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MJT & Associates Financial Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

MJT & Associates Financial Advisory’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 		$5.66K Hold
56
– – ﹤0.01% 259
2026
Q2 		$6.03K Hold
56
– – ﹤0.01% 267
2026
Q1 		$5.95K Hold
56
– – ﹤0.01% 245
2025
Q4 		$6K Sell
56
-20
-26% -$2.14K ﹤0.01% 257
2025
Q3 		$8.09K Sell
76
-633
-89% -$66.2K 0.01% 221
2025
Q2 		$74.1K Hold
709
– – 0.09% 81
2025
Q1 		$74.8K Buy
+709
New +$75.4K 0.07% 91

Other funds holding MUB

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MJT & Associates Financial Advisory's MUB Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 56 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

MJT & Associates Financial Advisory first reported a position in MUB in Q1 2025 and has held it in 7 quarters since. The position peaked at $74.8K in Q1 2025. 103 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • MJT & Associates Financial Advisory held 56 shares of iShares National Muni Bond ETF worth $5.66K as of Q3 2026.
  • MJT & Associates Financial Advisory left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #259 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's iShares National Muni Bond ETF position peaked at $74.8K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.