Smith Thornton Advisors
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Smith Thornton Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Smith Thornton Advisors’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 		$560K Sell
5,535
-560
-9% -$58.8K 0.24% 80
2026
Q2 		$652K Hold
6,095
– – 0.29% 71
2026
Q1 		$647K Hold
6,095
– – 0.33% 70
2025
Q4 		$653K Hold
6,095
– – 0.33% 68
2025
Q3 		$649K Hold
6,095
– – 0.34% 69
2025
Q2 		$637K Sell
6,095
-425
-7% -$44.2K 0.37% 67
2025
Q1 		$687K Sell
6,520
-2,405
-27% -$256K 0.43% 59
2024
Q4 		$951K Hold
8,925
– – 0.6% 59
2024
Q3 		$970K Buy
8,925
+2,720
+44% +$293K 0.64% 53
2024
Q2 		$661K Buy
+6,205
New +$661K 0.49% 61

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Park Avenue Securities
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Wedmont Private Capital
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Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SignatureFD
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SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
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Prime Capital Investment Advisors
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Smith Thornton Advisors's MUB Position: Q3 2026 in Review

Smith Thornton Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 9.2% in Q3 2026, selling an estimated $58.8K and leaving 5,535 shares worth $560K. The position accounts for 0.24% of the portfolio, ranked #80.

Smith Thornton Advisors first reported a position in MUB in Q2 2024 and has held it in 10 quarters since. The position peaked at $970K in Q3 2024. 701 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Smith Thornton Advisors held 5,535 shares of iShares National Muni Bond ETF worth $560K as of Q3 2026.
  • Smith Thornton Advisors sold 560 iShares National Muni Bond ETF shares in Q3 2026, an estimated $58.8K.
  • iShares National Muni Bond ETF made up 0.24% of Smith Thornton Advisors's portfolio in Q3 2026, its #80 holding.
  • Smith Thornton Advisors first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • Smith Thornton Advisors's iShares National Muni Bond ETF position peaked at $970K in Q3 2024.
  • 701 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.