Smart Money Group
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Smart Money Group’s iShares National Muni Bond ETF MUB Stock Holding History

Smart Money Group’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 		$1.44M Sell
14,209
-10,849
-43% -$1.14M 0.38% 30
2026
Q2 		$2.7M Sell
25,058
-4,013
-14% -$429K 0.69% 14
2026
Q1 		$3.09M Sell
29,071
-1,784
-6% -$192K 0.9% 11
2025
Q4 		$3.3M Buy
30,855
+3,965
+15% +$425K 0.96% 10
2025
Q3 		$2.86M Buy
26,890
+975
+4% +$102K 0.85% 13
2025
Q2 		$2.71M Buy
25,915
+23,336
+905% +$2.43M 0.85% 14
2025
Q1 		$272K Buy
+2,579
New +$274K 0.09% 68
2022
Q4 		– Sell
-8,981
Closed -$921K – 49
2022
Q3 		$921K Sell
8,981
-1,217
-12% -$129K 0.63% 24
2022
Q2 		$1.08M Sell
10,198
-7,799
-43% -$832K 0.75% 25
2022
Q1 		$1.97M Sell
17,997
-789
-4% -$89K 1.32% 20
2021
Q4 		$2.18M Buy
18,786
+3,212
+21% +$373K 1.39% 22
2021
Q3 		$1.81M Buy
15,574
+5,744
+58% +$673K 1.32% 23
2021
Q2 		$1.13M Sell
9,830
-2,316
-19% -$271K 1.3% 17
2021
Q1 		$1.41M Sell
12,146
-472
-4% -$55.1K 1.18% 23
2020
Q4 		$1.48M Buy
12,618
+509
+4% +$59.1K 1.24% 22
2020
Q3 		$1.4M Buy
12,109
+2,279
+23% +$265K 0.6% 52
2020
Q2 		$1.13M Buy
9,830
+197
+2% +$22.4K 0.67% 39
2020
Q1 		$1.09M Buy
9,633
+2,496
+35% +$285K 0.76% 40
2019
Q4 		$813K Buy
7,137
+446
+7% +$50.8K 0.48% 47
2019
Q3 		$763K Buy
6,691
+18
+0.3% +$2.05K 0.61% 42
2019
Q2 		$755K Buy
6,673
+1,536
+30% +$172K 0.62% 41
2019
Q1 		$571K Buy
5,137
+609
+13% +$66.8K 0.5% 48
2018
Q4 		$494K Buy
4,528
+41
+0.9% +$4.41K 0.51% 39
2018
Q3 		$484K Buy
4,487
+512
+13% +$55.6K 0.44% 39
2018
Q2 		$433K Buy
3,975
+157
+4% +$17K 0.39% 41
2018
Q1 		$416K Buy
3,818
+163
+4% +$17.8K 0.42% 41
2017
Q4 		$405K Buy
+3,655
New +$404K 0.63% 29

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Smart Money Group's MUB Position: Q3 2026 in Review

Smart Money Group reduced its iShares National Muni Bond ETF (MUB) stake by 43% in Q3 2026, selling an estimated $1.14M and leaving 14,209 shares worth $1.44M. The position accounts for 0.38% of the portfolio, ranked #30.

Smart Money Group first reported a position in MUB in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.3M in Q4 2025. 1,429 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Smart Money Group held 14,209 shares of iShares National Muni Bond ETF worth $1.44M as of Q3 2026.
  • Smart Money Group sold 10,849 iShares National Muni Bond ETF shares in Q3 2026, an estimated $1.14M.
  • iShares National Muni Bond ETF made up 0.38% of Smart Money Group's portfolio in Q3 2026, its #30 holding.
  • Smart Money Group first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 27 quarters since.
  • Smart Money Group's iShares National Muni Bond ETF position peaked at $3.3M in Q4 2025.
  • 1,429 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Smart Money Group's 13F filing for Q3 2026, filed 12 Nov 2026.