PCS
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Private Client Services’s iShares National Muni Bond ETF MUB Stock Holding History

Private Client Services’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 		$2.74M Buy
27,100
+3,019
+13% +$317K 0.74% 31
2026
Q2 		$2.59M Buy
24,081
+1,053
+5% +$113K 0.68% 35
2026
Q1 		$2.44M Buy
23,028
+1,328
+6% +$143K 0.73% 38
2025
Q4 		$2.32M Buy
21,700
+4,579
+27% +$490K 0.73% 37
2025
Q3 		$1.82M Buy
17,121
+6,557
+62% +$686K 0.61% 43
2025
Q2 		$1.1M Buy
10,564
+1,859
+21% +$193K 0.43% 58
2025
Q1 		$918K Sell
8,705
-366
-4% -$38.9K 0.45% 58
2024
Q4 		$967K Sell
9,071
-817
-8% -$87.8K 0.52% 53
2024
Q3 		$1.07M Buy
9,888
+2,583
+35% +$278K 0.58% 47
2024
Q2 		$778K Buy
7,305
+165
+2% +$17.6K 0.49% 56
2024
Q1 		$768K Buy
7,140
+731
+11% +$78.9K 0.52% 54
2023
Q4 		$695K Buy
+6,409
New +$670K 0.57% 52

Other funds holding MUB

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Private Client Services's MUB Position: Q3 2026 in Review

Private Client Services increased its iShares National Muni Bond ETF (MUB) stake by 13% in Q3 2026, buying an estimated $317K and bringing the position to 27,100 shares worth $2.74M. The position accounts for 0.74% of the portfolio, ranked #31.

Private Client Services first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. 103 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Private Client Services held 27,100 shares of iShares National Muni Bond ETF worth $2.74M as of Q3 2026.
  • Private Client Services bought 3,019 iShares National Muni Bond ETF shares in Q3 2026, an estimated $317K.
  • iShares National Muni Bond ETF made up 0.74% of Private Client Services's portfolio in Q3 2026, its #31 holding.
  • Private Client Services first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.