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

Private Wealth Management 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	$6.2M	Sell	61,365 -4,232	-6%	-$444K	1.4%	17
2026 Q2	$7.06M	Sell	65,597 -1,183	-2%	-$127K	1.64%	16
2026 Q1	$7.09M	Sell	66,780 -3,780	-5%	-$406K	1.86%	17
2025 Q4	$7.56M	Sell	70,560 -937	-1%	-$100K	2.02%	17
2025 Q3	$7.61M	Sell	71,497 -5,463	-7%	-$572K	2.1%	17
2025 Q2	$8.04M	Sell	76,960 -13,517	-15%	-$1.41M	2.67%	14
2025 Q1	$9.5M	Sell	90,477 -6,658	-7%	-$708K	3.52%	10
2024 Q4	$10.3M	Sell	97,135 -13,465	-12%	-$1.45M	3.96%	9
2024 Q3	$12M	Buy	110,600 +3,349	+3%	+$361K	4.74%	7
2024 Q2	$11.4M	Buy	107,251 +19,326	+22%	+$2.06M	4.95%	6
2024 Q1	$9.46M	Buy	87,925 +2,733	+3%	+$295K	4.29%	9
2023 Q4	$9.24M	Buy	+85,192	New	+$8.9M	4.54%	9

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

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

Private Wealth Management Group reduced its iShares National Muni Bond ETF (MUB) stake by 6.5% in Q3 2026, selling an estimated $444K and leaving 61,365 shares worth $6.2M. The position accounts for 1.4% of the portfolio, ranked #17.

Private Wealth Management Group first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $12M in Q3 2024. 607 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Private Wealth Management Group held 61,365 shares of iShares National Muni Bond ETF worth $6.2M as of Q3 2026.
Private Wealth Management Group sold 4,232 iShares National Muni Bond ETF shares in Q3 2026, an estimated $444K.
iShares National Muni Bond ETF made up 1.4% of Private Wealth Management Group's portfolio in Q3 2026, its #17 holding.
Private Wealth Management Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's iShares National Muni Bond ETF position peaked at $12M in Q3 2024.
607 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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