MN Wealth Advisors
MUB icon

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

MN 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 		$245K Sell
2,422
-92
-4% -$9.7K 0.1% 125
2026
Q2 		$271K Buy
+2,514
New +$269K 0.12% 111

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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

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

MN Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.7% in Q3 2026, selling an estimated $9.7K and leaving 2,422 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #125.

MN Wealth Advisors first reported a position in MUB in Q2 2026 and has held it in 2 quarters since. The position peaked at $271K in Q2 2026. 691 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • MN Wealth Advisors held 2,422 shares of iShares National Muni Bond ETF worth $245K as of Q3 2026.
  • MN Wealth Advisors sold 92 iShares National Muni Bond ETF shares in Q3 2026, an estimated $9.7K.
  • iShares National Muni Bond ETF made up 0.1% of MN Wealth Advisors's portfolio in Q3 2026, its #125 holding.
  • MN Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • MN Wealth Advisors's iShares National Muni Bond ETF position peaked at $271K in Q2 2026.
  • 691 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.