Net Worth Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Net Worth Advisory Group’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	$535K	Buy	5,277 +29	+0.6%	+$3.04K	0.13%	168
2026 Q2	$565K	Sell	5,248 -1,729	-25%	-$185K	0.14%	166
2026 Q1	$741K	Sell	6,977 -212	-3%	-$22.8K	0.15%	142
2025 Q4	$770K	Buy	7,189 +4,119	+134%	+$441K	0.16%	140
2025 Q3	$327K	Sell	3,070 -2,378	-44%	-$249K	0.09%	252
2025 Q2	$569K	Buy	5,448 +2,139	+65%	+$222K	0.13%	176
2025 Q1	$349K	Buy	3,309 +7	+0.2%	+$744	0.11%	214
2024 Q4	$352K	Buy	3,302 +483	+17%	+$51.9K	0.11%	219
2024 Q3	$306K	Buy	+2,819	New	+$304K	0.09%	268

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

Net Worth Advisory Group's MUB Position: Q3 2026 in Review

Net Worth Advisory Group increased its iShares National Muni Bond ETF (MUB) stake by 0.55% in Q3 2026, buying an estimated $3.04K and bringing the position to 5,277 shares worth $535K. The position accounts for 0.13% of the portfolio, ranked #168.

Net Worth Advisory Group first reported a position in MUB in Q3 2024 and has held it in 9 quarters since. The position peaked at $770K in Q4 2025. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Net Worth Advisory Group held 5,277 shares of iShares National Muni Bond ETF worth $535K as of Q3 2026.
Net Worth Advisory Group bought 29 iShares National Muni Bond ETF shares in Q3 2026, an estimated $3.04K.
iShares National Muni Bond ETF made up 0.13% of Net Worth Advisory Group's portfolio in Q3 2026, its #168 holding.
Net Worth Advisory Group first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's iShares National Muni Bond ETF position peaked at $770K in Q4 2025.
555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.