Proathlete Wealth Management
MUB icon

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

Proathlete Wealth Management’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 		$9.48M Buy
93,786
+19,716
+27% +$2.07M 2.08% 11
2026
Q2 		$7.96M Buy
74,070
+7,509
+11% +$803K 1.97% 9
2026
Q1 		$7.07M Buy
66,561
+3,100
+5% +$333K 1.96% 12
2025
Q4 		$6.81M Buy
63,461
+5,578
+10% +$597K 1.86% 12
2025
Q3 		$6.16M Buy
57,883
+3,453
+6% +$361K 1.77% 12
2025
Q2 		$5.69M Buy
54,430
+2,978
+6% +$310K 1.81% 12
2025
Q1 		$5.43M Buy
51,452
+3,653
+8% +$388K 1.98% 14
2024
Q4 		$5.09M Buy
47,799
+4,928
+11% +$529K 1.92% 14
2024
Q3 		$4.66M Buy
42,871
+3,148
+8% +$339K 1.92% 14
2024
Q2 		$4.23M Buy
39,723
+2,803
+8% +$299K 2% 13
2024
Q1 		$3.97M Buy
36,920
+1,523
+4% +$164K 2.11% 12
2023
Q4 		$3.84M Buy
+35,397
New +$3.7M 2.27% 12

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Proathlete Wealth Management's MUB Position: Q3 2026 in Review

Proathlete Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 27% in Q3 2026, buying an estimated $2.07M and bringing the position to 93,786 shares worth $9.48M. The position accounts for 2.08% of the portfolio, ranked #11.

Proathlete Wealth Management first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. 607 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Proathlete Wealth Management held 93,786 shares of iShares National Muni Bond ETF worth $9.48M as of Q3 2026.
  • Proathlete Wealth Management bought 19,716 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.07M.
  • iShares National Muni Bond ETF made up 2.08% of Proathlete Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Proathlete Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 607 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.