Outbound Financial Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Outbound Financial Inc’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	$1.28M	Buy	+12,684	New	+$1.33M	0.82%	24

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

Outbound Financial Inc's MUB Position: Q3 2026 in Review

Outbound Financial Inc opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 12,684 shares worth $1.28M. The stake represents 0.82% of the portfolio and ranks #24 among its holdings.

746 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Outbound Financial Inc held 12,684 shares of iShares National Muni Bond ETF worth $1.28M as of Q3 2026.
iShares National Muni Bond ETF was a new Outbound Financial Inc position in Q3 2026.
iShares National Muni Bond ETF made up 0.82% of Outbound Financial Inc's portfolio in Q3 2026, its #24 holding.
746 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Outbound Financial Inc's 13F filing for Q3 2026, filed 13 Oct 2026.