Northside Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Northside Capital 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	$3.64M	Buy	36,007 +28,688	+392%	+$3.01M	0.29%	67
2026 Q2	$788K	Buy	7,319 +1	+0%	+$107	0.06%	110
2026 Q1	$777K	Buy	+7,318	New	+$787K	0.07%	106
2020 Q3	–	Sell	-12,580	Closed	-$1.45M	–	93
2020 Q2	$1.45M	Buy	+12,580	New	+$1.43M	0.5%	26
2019 Q4	–	Sell	-3,495	Closed	-$399K	–	98
2019 Q3	$399K	Buy	+3,495	New	+$399K	0.14%	65

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

WPC

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CCWA

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

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Northside Capital Management's MUB Position: Q3 2026 in Review

Northside Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 392% in Q3 2026, buying an estimated $3.01M and bringing the position to 36,007 shares worth $3.64M. The position accounts for 0.29% of the portfolio, ranked #67.

Northside Capital Management first reported a position in MUB in Q3 2019 and has held it in 5 quarters since. 219 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Northside Capital Management held 36,007 shares of iShares National Muni Bond ETF worth $3.64M as of Q3 2026.
Northside Capital Management bought 28,688 iShares National Muni Bond ETF shares in Q3 2026, an estimated $3.01M.
iShares National Muni Bond ETF made up 0.29% of Northside Capital Management's portfolio in Q3 2026, its #67 holding.
Northside Capital Management first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 5 quarters since.
219 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Northside Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.