Sincerus Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Sincerus Advisory’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	$6.24M	Buy	61,729 +7,490	+14%	+$786K	4.07%	4
2026 Q2	$5.84M	Buy	54,239 +1,824	+3%	+$195K	3.96%	4
2026 Q1	$5.56M	Buy	52,415 +9,765	+23%	+$1.05M	4.22%	4
2025 Q4	$4.57M	Buy	42,650 +10,171	+31%	+$1.09M	3.67%	4
2025 Q3	$3.46M	Buy	32,479 +3,555	+12%	+$372K	2.96%	8
2025 Q2	$3M	Sell	28,924 -6,523	-18%	-$678K	2.82%	8
2025 Q1	$3.74M	Buy	35,447 +8,659	+32%	+$921K	3.94%	4
2024 Q4	$2.85M	Buy	+26,788	New	+$2.88M	3.06%	8

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

Sincerus Advisory's MUB Position: Q3 2026 in Review

Sincerus Advisory increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q3 2026, buying an estimated $786K and bringing the position to 61,729 shares worth $6.24M. The position accounts for 4.07% of the portfolio, ranked #4.

Sincerus Advisory first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. 489 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Sincerus Advisory held 61,729 shares of iShares National Muni Bond ETF worth $6.24M as of Q3 2026.
Sincerus Advisory bought 7,490 iShares National Muni Bond ETF shares in Q3 2026, an estimated $786K.
iShares National Muni Bond ETF made up 4.07% of Sincerus Advisory's portfolio in Q3 2026, its #4 holding.
Sincerus Advisory first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
489 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.