Professional Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Professional Financial Advisors’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	$3.07M	Buy	30,369 +1,286	+4%	+$135K	0.52%	33
2026 Q2	$3.13M	Buy	29,083 +4,822	+20%	+$516K	0.54%	30
2026 Q1	$2.58M	Buy	24,261 +2,955	+14%	+$318K	0.52%	34
2025 Q4	$2.28M	Buy	21,306 +683	+3%	+$73.1K	0.47%	37
2025 Q3	$2.2M	Buy	20,623 +1,290	+7%	+$135K	0.46%	39
2025 Q2	$2.02M	Buy	19,333 +881	+5%	+$91.6K	0.47%	38
2025 Q1	$1.95M	Buy	18,452 +1,373	+8%	+$146K	0.49%	32
2024 Q4	$1.82M	Buy	17,079 +1,989	+13%	+$214K	0.47%	37
2024 Q3	$1.64M	Sell	15,090 -1,000	-6%	-$108K	0.42%	38
2024 Q2	$1.71M	Buy	16,090 +1,688	+12%	+$180K	0.47%	36
2024 Q1	$1.55M	Buy	14,402 +3,577	+33%	+$386K	0.44%	36
2023 Q4	$1.17M	Buy	10,825 +113	+1%	+$11.8K	0.39%	41
2023 Q3	$1.1M	Buy	+10,712	New	+$1.13M	0.5%	39
2022 Q4	–	Sell	-5,769	Closed	-$592K	–	319
2022 Q3	$592K	Sell	5,769 -187	-3%	-$19.9K	0.37%	50
2022 Q2	$634K	Sell	5,956 -2,445	-29%	-$261K	0.35%	57
2022 Q1	$921K	Buy	8,401 +2,744	+49%	+$310K	0.4%	49
2021 Q4	$658K	Buy	+5,657	New	+$657K	0.28%	58

Other funds holding MUB

WPC

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

FFA

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Professional Financial Advisors's MUB Position: Q3 2026 in Review

Professional Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 4.4% in Q3 2026, buying an estimated $135K and bringing the position to 30,369 shares worth $3.07M. The position accounts for 0.52% of the portfolio, ranked #33.

Professional Financial Advisors first reported a position in MUB in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.13M in Q2 2026. 185 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Professional Financial Advisors held 30,369 shares of iShares National Muni Bond ETF worth $3.07M as of Q3 2026.
Professional Financial Advisors bought 1,286 iShares National Muni Bond ETF shares in Q3 2026, an estimated $135K.
iShares National Muni Bond ETF made up 0.52% of Professional Financial Advisors's portfolio in Q3 2026, its #33 holding.
Professional Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 17 quarters since.
Professional Financial Advisors's iShares National Muni Bond ETF position peaked at $3.13M in Q2 2026.
185 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.