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

PUREfi Wealth’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	$1.79M	Buy	17,725 +6,873	+63%	+$721K	0.84%	30
2026 Q2	$1.17M	Sell	10,852 -1,479	-12%	-$158K	0.64%	40
2026 Q1	$1.31M	Buy	12,331 +1,208	+11%	+$130K	0.86%	27
2025 Q4	$1.19M	Buy	11,123 +717	+7%	+$76.8K	0.91%	26
2025 Q3	$1.11M	Sell	10,406 -1,044	-9%	-$109K	0.85%	27
2025 Q2	$1.2M	Buy	+11,450	New	+$1.19M	0.96%	21
2025 Q1	–	Sell	-2,084	Closed	-$222K	–	165
2024 Q4	$222K	Buy	+2,084	New	+$224K	0.22%	136

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

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

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

PUREfi Wealth's MUB Position: Q3 2026 in Review

PUREfi Wealth increased its iShares National Muni Bond ETF (MUB) stake by 63% in Q3 2026, buying an estimated $721K and bringing the position to 17,725 shares worth $1.79M. The position accounts for 0.84% of the portfolio, ranked #30.

PUREfi Wealth first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 504 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

PUREfi Wealth held 17,725 shares of iShares National Muni Bond ETF worth $1.79M as of Q3 2026.
PUREfi Wealth bought 6,873 iShares National Muni Bond ETF shares in Q3 2026, an estimated $721K.
iShares National Muni Bond ETF made up 0.84% of PUREfi Wealth's portfolio in Q3 2026, its #30 holding.
PUREfi Wealth first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
504 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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