Private Wealth Group’s iShares National Muni Bond ETF MUB Stock Holding History

Private Wealth Group’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	$321K	Buy	3,175 +338	+12%	+$35.5K	0.12%	55
2026 Q2	$305K	Buy	2,837 +205	+8%	+$21.9K	0.12%	63
2026 Q1	$279K	Buy	2,632 +34	+1%	+$3.66K	0.13%	57
2025 Q4	$278K	Sell	2,598 -39	-1%	-$4.18K	0.13%	53
2025 Q3	$281K	Sell	2,637 -926	-26%	-$96.9K	0.14%	52
2025 Q2	$372K	Sell	3,563 -521	-13%	-$54.2K	0.2%	51
2025 Q1	$431K	Sell	4,084 -1	-0%	-$106	0.25%	43
2024 Q4	$435K	Buy	+4,085	New	+$439K	0.21%	48

Other funds holding MUB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 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

Citigroup New York $308B AUM 40.94% 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

Private Wealth Group's MUB Position: Q3 2026 in Review

Private Wealth Group increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q3 2026, buying an estimated $35.5K and bringing the position to 3,175 shares worth $321K. The position accounts for 0.12% of the portfolio, ranked #55.

Private Wealth Group first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $435K in Q4 2024. 941 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Private Wealth Group held 3,175 shares of iShares National Muni Bond ETF worth $321K as of Q3 2026.
Private Wealth Group bought 338 iShares National Muni Bond ETF shares in Q3 2026, an estimated $35.5K.
iShares National Muni Bond ETF made up 0.12% of Private Wealth Group's portfolio in Q3 2026, its #55 holding.
Private Wealth Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Private Wealth Group's iShares National Muni Bond ETF position peaked at $435K in Q4 2024.
941 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.