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

Stewardship 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 		$653K Buy
6,457
+1,322
+26% +$139K 0.14% 82
2026
Q2 		$553K Sell
5,135
-113
-2% -$12.1K 0.11% 90
2026
Q1 		$557K Sell
5,248
-919
-15% -$98.8K 0.13% 82
2025
Q4 		$661K Buy
6,167
+357
+6% +$38.2K 0.15% 70
2025
Q3 		$619K Buy
5,810
+2,614
+82% +$274K 0.15% 66
2025
Q2 		$334K Sell
3,196
-1,111
-26% -$116K 0.08% 102
2025
Q1 		$454K Buy
4,307
+35
+0.8% +$3.72K 0.12% 80
2024
Q4 		$455K Sell
4,272
-1,311
-23% -$141K 0.13% 90
2024
Q3 		$606K Buy
+5,583
New +$602K 0.17% 70
2021
Q1 		– Sell
-1,986
Closed -$233K – 50
2020
Q4 		$233K Sell
1,986
-2,091
-51% -$243K 0.09% 44
2020
Q3 		$470K Buy
+4,077
New +$474K 0.24% 26

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stewardship Advisors's MUB Position: Q3 2026 in Review

Stewardship Advisors increased its iShares National Muni Bond ETF (MUB) stake by 26% in Q3 2026, buying an estimated $139K and bringing the position to 6,457 shares worth $653K. The position accounts for 0.14% of the portfolio, ranked #82.

Stewardship Advisors first reported a position in MUB in Q3 2020 and has held it in 11 quarters since. The position peaked at $661K in Q4 2025. 941 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Stewardship Advisors held 6,457 shares of iShares National Muni Bond ETF worth $653K as of Q3 2026.
  • Stewardship Advisors bought 1,322 iShares National Muni Bond ETF shares in Q3 2026, an estimated $139K.
  • iShares National Muni Bond ETF made up 0.14% of Stewardship Advisors's portfolio in Q3 2026, its #82 holding.
  • Stewardship Advisors first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 11 quarters since.
  • Stewardship Advisors's iShares National Muni Bond ETF position peaked at $661K in Q4 2025.
  • 941 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.