TrueNorth Wealth & Impact, LLC’s iShares National Muni Bond ETF MUB Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$630K	Buy	+6,233	New	+$654K	0.24%	68

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

TrueNorth Wealth & Impact, LLC's MUB Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 6,233 shares worth $630K. The stake represents 0.24% of the portfolio and ranks #68 among its holdings.

1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 6,233 shares of iShares National Muni Bond ETF worth $630K as of Q3 2026.
iShares National Muni Bond ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
iShares National Muni Bond ETF made up 0.24% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #68 holding.
1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.