Next Level Private’s iShares National Muni Bond ETF MUB Stock Holding History

Next Level Private’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	$314K	Buy	3,102 +25	+0.8%	+$2.62K	0.06%	141
2026 Q2	$331K	Sell	3,077 -2,724	-47%	-$291K	0.06%	137
2026 Q1	$616K	Buy	5,801 +2,764	+91%	+$297K	0.14%	99
2025 Q4	$325K	Buy	3,037 +24	+0.8%	+$2.57K	0.09%	129
2025 Q3	$321K	Buy	3,013 +33	+1%	+$3.45K	0.09%	120
2025 Q2	$311K	Sell	2,980 -178	-6%	-$18.5K	0.1%	117
2025 Q1	$333K	Buy	3,158 +209	+7%	+$22.2K	0.12%	110
2024 Q4	$314K	Hold	2,949	–	–	0.13%	107
2024 Q3	$320K	Hold	2,949	–	–	0.13%	105
2024 Q2	$314K	Buy	+2,949	New	+$314K	0.14%	99
2022 Q3	–	Sell	-3,480	Closed	-$370K	–	137
2022 Q2	$370K	Buy	+3,480	New	+$371K	0.14%	106

Other funds holding MUB

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Next Level Private's MUB Position: Q3 2026 in Review

Next Level Private increased its iShares National Muni Bond ETF (MUB) stake by 0.81% in Q3 2026, buying an estimated $2.62K and bringing the position to 3,102 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #141.

Next Level Private first reported a position in MUB in Q2 2022 and has held it in 11 quarters since. The position peaked at $616K in Q1 2026. 406 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Next Level Private held 3,102 shares of iShares National Muni Bond ETF worth $314K as of Q3 2026.
Next Level Private bought 25 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.62K.
iShares National Muni Bond ETF made up 0.06% of Next Level Private's portfolio in Q3 2026, its #141 holding.
Next Level Private first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 11 quarters since.
Next Level Private's iShares National Muni Bond ETF position peaked at $616K in Q1 2026.
406 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.