MY Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

MY Wealth Management’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	$2.16M	Buy	21,353 +408	+2%	+$42.8K	1.58%	21
2026 Q2	$2.25M	Buy	+20,945	New	+$2.24M	1.59%	21
2026 Q1	–	Sell	-17,182	Closed	-$1.84M	–	32
2025 Q4	$1.84M	Sell	17,182 -3,479	-17%	-$372K	1.6%	19
2025 Q3	$2.2M	Sell	20,661 -9	-0%	-$942	1.93%	17
2025 Q2	$2.16M	Buy	+20,670	New	+$2.15M	2.07%	16

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

MY Wealth Management's MUB Position: Q3 2026 in Review

MY Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 1.9% in Q3 2026, buying an estimated $42.8K and bringing the position to 21,353 shares worth $2.16M. The position accounts for 1.58% of the portfolio, ranked #21.

MY Wealth Management first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.25M in Q2 2026. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

MY Wealth Management held 21,353 shares of iShares National Muni Bond ETF worth $2.16M as of Q3 2026.
MY Wealth Management bought 408 iShares National Muni Bond ETF shares in Q3 2026, an estimated $42.8K.
iShares National Muni Bond ETF made up 1.58% of MY Wealth Management's portfolio in Q3 2026, its #21 holding.
MY Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
MY Wealth Management's iShares National Muni Bond ETF position peaked at $2.25M in Q2 2026.
555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on MY Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.