NVWM LLC’s iShares National Muni Bond ETF MUB Stock Holding History

NVWM LLC’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	$458K	Buy	4,534 +29	+0.6%	+$3.04K	0.09%	177
2026 Q2	$485K	Sell	4,505 -5	-0.1%	-$535	0.1%	173
2026 Q1	$479K	Sell	4,510 -58	-1%	-$6.24K	0.11%	176
2025 Q4	$489K	Sell	4,568 -23	-0.5%	-$2.46K	0.11%	174
2025 Q3	$489K	Buy	4,591 +100	+2%	+$10.5K	0.11%	183
2025 Q2	$469K	Sell	4,491 -46	-1%	-$4.78K	0.11%	183
2025 Q1	$478K	Buy	4,537 +759	+20%	+$80.7K	0.13%	175
2024 Q4	$403K	Buy	3,778 +35	+0.9%	+$3.76K	0.1%	181
2024 Q3	$407K	Buy	+3,743	New	+$403K	0.1%	184
2023 Q4	–	Sell	-25	Closed	-$2.56K	–	448
2023 Q3	$2.56K	Buy	+25	New	+$2.64K	﹤0.01%	371
2022 Q1	–	Sell	-1,069	Closed	-$124K	–	586
2021 Q4	$124K	Buy	+1,069	New	+$124K	0.04%	211
2021 Q1	–	Sell	-45	Closed	-$5K	–	434
2020 Q4	$5K	Hold	45	–	–	﹤0.01%	328
2020 Q3	$5K	Hold	45	–	–	﹤0.01%	303
2020 Q2	$5K	Buy	+45	New	+$5.11K	﹤0.01%	283

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

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

NVWM LLC's MUB Position: Q3 2026 in Review

NVWM LLC increased its iShares National Muni Bond ETF (MUB) stake by 0.64% in Q3 2026, buying an estimated $3.04K and bringing the position to 4,534 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #177.

NVWM LLC first reported a position in MUB in Q2 2020 and has held it in 14 quarters since. The position peaked at $489K in Q4 2025. 502 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

NVWM LLC held 4,534 shares of iShares National Muni Bond ETF worth $458K as of Q3 2026.
NVWM LLC bought 29 iShares National Muni Bond ETF shares in Q3 2026, an estimated $3.04K.
iShares National Muni Bond ETF made up 0.09% of NVWM LLC's portfolio in Q3 2026, its #177 holding.
NVWM LLC first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 14 quarters since.
NVWM LLC's iShares National Muni Bond ETF position peaked at $489K in Q4 2025.
502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.