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

Sendero 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	$3.96M	Buy	+39,126	New	+$4.11M	0.39%	43

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

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

Sendero Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 39,126 shares worth $3.96M. The stake represents 0.39% of the portfolio and ranks #43 among its holdings.

555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Sendero Wealth Management held 39,126 shares of iShares National Muni Bond ETF worth $3.96M as of Q3 2026.
iShares National Muni Bond ETF was a new Sendero Wealth Management position in Q3 2026.
iShares National Muni Bond ETF made up 0.39% of Sendero Wealth Management's portfolio in Q3 2026, its #43 holding.
555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.