MKD Wealth Coaches
MUB icon

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

MKD Wealth Coaches’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 		$2.28M Buy
22,532
+299
+1% +$31.4K 1.88% 6
2026
Q2 		$2.39M Buy
22,233
+425
+2% +$45.5K 2.04% 6
2026
Q1 		$2.31M Buy
21,808
+367
+2% +$39.5K 2.28% 6
2025
Q4 		$2.3M Buy
21,441
+142
+0.7% +$15.2K 2.3% 6
2025
Q3 		$2.27M Buy
21,299
+212
+1% +$22.2K 2.26% 6
2025
Q2 		$2.2M Sell
21,087
-250
-1% -$26K 2.32% 6
2025
Q1 		$2.25M Sell
21,337
-13,054
-38% -$1.39M 2.55% 7
2024
Q4 		$3.66M Buy
+34,391
New +$3.69M 3.71% 4
2021
Q4 		$865K Buy
7,437
+104
+1% +$12.1K 1.18% 10
2021
Q3 		$852K Sell
7,333
-9
-0.1% -$1.06K 1.34% 9
2021
Q2 		$860K Sell
7,342
-291
-4% -$34K 1.37% 9
2021
Q1 		$886K Buy
7,633
+1,406
+23% +$164K 1.51% 8
2020
Q4 		$730K Buy
6,227
+1,038
+20% +$121K 1.17% 12
2020
Q3 		$602K Buy
+5,189
New +$603K 0.86% 16
2019
Q3 		– Sell
-870
Closed -$98K – 148
2019
Q2 		$98K Hold
870
– – 0.09% 65
2019
Q1 		$97K Buy
+870
New +$95.4K 0.1% 65

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

MKD Wealth Coaches's MUB Position: Q3 2026 in Review

MKD Wealth Coaches increased its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q3 2026, buying an estimated $31.4K and bringing the position to 22,532 shares worth $2.28M. The position accounts for 1.88% of the portfolio, ranked #6.

MKD Wealth Coaches first reported a position in MUB in Q1 2019 and has held it in 16 quarters since. The position peaked at $3.66M in Q4 2024. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • MKD Wealth Coaches held 22,532 shares of iShares National Muni Bond ETF worth $2.28M as of Q3 2026.
  • MKD Wealth Coaches bought 299 iShares National Muni Bond ETF shares in Q3 2026, an estimated $31.4K.
  • iShares National Muni Bond ETF made up 1.88% of MKD Wealth Coaches's portfolio in Q3 2026, its #6 holding.
  • MKD Wealth Coaches first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 16 quarters since.
  • MKD Wealth Coaches's iShares National Muni Bond ETF position peaked at $3.66M in Q4 2024.
  • 555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.