Physician Wealth Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Physician Wealth Solutions’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	$4.54M	Buy	44,932 +20,251	+82%	+$2.13M	1.79%	19
2026 Q2	$2.66M	Sell	24,681 -388	-2%	-$41.5K	1.01%	21
2026 Q1	$2.66M	Sell	25,069 -11	-0%	-$1.18K	1.1%	22
2025 Q4	$2.69M	Hold	25,080	–	–	1.14%	21
2025 Q3	$2.67M	Hold	25,080	–	–	1.17%	22
2025 Q2	$2.62M	Sell	25,080 -12,296	-33%	-$1.28M	1.22%	22
2025 Q1	$3.94M	Buy	37,376 +7,156	+24%	+$761K	1.98%	16
2024 Q4	$3.22M	Buy	30,220 +445	+1%	+$47.8K	1.61%	19
2024 Q3	$3.19M	Buy	29,775 +3,265	+12%	+$352K	1.59%	18
2024 Q2	$2.82M	Buy	26,510 +486	+2%	+$51.8K	2.02%	18
2024 Q1	$2.8M	Buy	26,024 +521	+2%	+$56.2K	2.35%	17
2023 Q4	$2.76M	Buy	+25,503	New	+$2.67M	2.76%	16

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

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

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

Physician Wealth Solutions's MUB Position: Q3 2026 in Review

Physician Wealth Solutions increased its iShares National Muni Bond ETF (MUB) stake by 82% in Q3 2026, buying an estimated $2.13M and bringing the position to 44,932 shares worth $4.54M. The position accounts for 1.79% of the portfolio, ranked #19.

Physician Wealth Solutions first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. 356 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Physician Wealth Solutions held 44,932 shares of iShares National Muni Bond ETF worth $4.54M as of Q3 2026.
Physician Wealth Solutions bought 20,251 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.13M.
iShares National Muni Bond ETF made up 1.79% of Physician Wealth Solutions's portfolio in Q3 2026, its #19 holding.
Physician Wealth Solutions first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
356 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.