Moller Wealth Partners
MUB icon

Moller Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Moller Wealth Partners’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 		$4.64M Sell
45,892
-23,626
-34% -$2.48M 0.85% 27
2026
Q2 		$7.48M Sell
69,518
-1,738
-2% -$186K 1.35% 22
2026
Q1 		$7.56M Hold
71,256
– – 1.49% 20
2025
Q4 		$7.63M Sell
71,256
-3,089
-4% -$331K 1.6% 20
2025
Q3 		$7.92M Buy
74,345
+2,646
+4% +$277K 1.65% 19
2025
Q2 		$7.49M Buy
71,699
+4,135
+6% +$430K 1.65% 20
2025
Q1 		$7.12M Sell
67,564
-1,100
-2% -$117K 1.76% 20
2024
Q4 		$7.32M Hold
68,664
– – 1.92% 18
2024
Q3 		$7.46M Hold
68,664
– – 1.86% 20
2024
Q2 		$7.32M Hold
68,664
– – 1.95% 19
2024
Q1 		$7.39M Buy
68,664
+2,300
+3% +$248K 2% 19
2023
Q4 		$7.19M Sell
66,364
-7,757
-10% -$811K 2.03% 19
2023
Q3 		$7.6M Sell
74,121
-898
-1% -$94.7K 2.42% 17
2023
Q2 		$8.01M Sell
75,019
-2,283
-3% -$244K 2.45% 17
2023
Q1 		$8.33M Sell
77,302
-2,286
-3% -$244K 2.57% 15
2022
Q4 		$8.4M Buy
79,588
+65,852
+479% +$6.86M 2.7% 15
2022
Q3 		$1.41M Sell
13,736
-21,261
-61% -$2.26M 0.51% 27
2022
Q2 		$3.72M Sell
34,997
-102,944
-75% -$11M 1.26% 23
2022
Q1 		$15.1M Buy
+137,941
New +$15.6M 4.7% 8
2020
Q3 		– Sell
-1,925
Closed -$222K – 48
2020
Q2 		$222K Sell
1,925
-175
-8% -$19.9K 0.1% 46
2020
Q1 		$237K Buy
+2,100
New +$240K 0.12% 42

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Moller Wealth Partners's MUB Position: Q3 2026 in Review

Moller Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 34% in Q3 2026, selling an estimated $2.48M and leaving 45,892 shares worth $4.64M. The position accounts for 0.85% of the portfolio, ranked #27.

Moller Wealth Partners first reported a position in MUB in Q1 2020 and has held it in 21 quarters since. The position peaked at $15.1M in Q1 2022. 769 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Moller Wealth Partners held 45,892 shares of iShares National Muni Bond ETF worth $4.64M as of Q3 2026.
  • Moller Wealth Partners sold 23,626 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.48M.
  • iShares National Muni Bond ETF made up 0.85% of Moller Wealth Partners's portfolio in Q3 2026, its #27 holding.
  • Moller Wealth Partners first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Moller Wealth Partners's iShares National Muni Bond ETF position peaked at $15.1M in Q1 2022.
  • 769 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.