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

Retirement Wealth Solutions’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	$2.06M	Buy	20,388 +3,264	+19%	+$343K	1.09%	24
2026 Q2	$1.84M	Buy	17,124 +3,105	+22%	+$332K	1.02%	21
2026 Q1	$1.49M	Sell	14,019 -2,475	-15%	-$266K	0.94%	23
2025 Q4	$1.77M	Sell	16,494 -162	-1%	-$17.3K	1.12%	21
2025 Q3	$1.77M	Sell	16,656 -4,479	-21%	-$469K	1.17%	22
2025 Q2	$2.21M	Buy	21,135 +123	+0.6%	+$12.8K	1.61%	19
2025 Q1	$2.22M	Buy	21,012 +763	+4%	+$81.1K	1.79%	17
2024 Q4	$2.14M	Buy	+20,249	New	+$2.18M	1.81%	17

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

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

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

Retirement Wealth Solutions's MUB Position: Q3 2026 in Review

Retirement Wealth Solutions increased its iShares National Muni Bond ETF (MUB) stake by 19% in Q3 2026, buying an estimated $343K and bringing the position to 20,388 shares worth $2.06M. The position accounts for 1.09% of the portfolio, ranked #24.

Retirement Wealth Solutions first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.22M in Q1 2025. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Retirement Wealth Solutions held 20,388 shares of iShares National Muni Bond ETF worth $2.06M as of Q3 2026.
Retirement Wealth Solutions bought 3,264 iShares National Muni Bond ETF shares in Q3 2026, an estimated $343K.
iShares National Muni Bond ETF made up 1.09% of Retirement Wealth Solutions's portfolio in Q3 2026, its #24 holding.
Retirement Wealth Solutions first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's iShares National Muni Bond ETF position peaked at $2.22M in Q1 2025.
555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.