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Stone Summit Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Stone Summit Wealth’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 		$1.14M Buy
11,314
+4,333
+62% +$455K 0.31% 64
2026
Q2 		$751K Sell
6,981
-915
-12% -$97.9K 0.19% 79
2026
Q1 		$838K Sell
7,896
-103
-1% -$11.1K 0.23% 71
2025
Q4 		$857K Sell
7,999
-144
-2% -$15.4K 0.23% 70
2025
Q3 		$867K Sell
8,143
-673
-8% -$70.4K 0.25% 70
2025
Q2 		$921K Sell
8,816
-2,860
-24% -$297K 0.29% 75
2025
Q1 		$1.23M Sell
11,676
-140
-1% -$14.9K 0.42% 66
2024
Q4 		$1.26M Sell
11,816
-52
-0.4% -$5.59K 0.42% 64
2024
Q3 		$1.29M Sell
11,868
-57
-0.5% -$6.14K 0.42% 67
2024
Q2 		$1.27M Sell
11,925
-98
-0.8% -$10.4K 0.46% 63
2024
Q1 		$1.29M Buy
12,023
+137
+1% +$14.8K 0.45% 63
2023
Q4 		$1.29M Sell
11,886
-4,756
-29% -$497K 0.49% 64
2023
Q3 		$1.71M Buy
16,642
+6,198
+59% +$654K 0.73% 48
2023
Q2 		$1.11M Buy
10,444
+1,658
+19% +$177K 0.46% 64
2023
Q1 		$947K Buy
8,786
+1,921
+28% +$205K 0.42% 66
2022
Q4 		$724K Sell
6,865
-719
-9% -$74.9K 0.36% 76
2022
Q3 		$778K Buy
7,584
+2,731
+56% +$290K 0.48% 61
2022
Q2 		$516K Sell
4,853
-1,657
-25% -$177K 0.31% 80
2022
Q1 		$712K Sell
6,510
-377
-5% -$42.5K 0.4% 71
2021
Q4 		$799K Buy
+6,887
New +$800K 0.65% 58

Other funds holding MUB

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Stone Summit Wealth's MUB Position: Q3 2026 in Review

Stone Summit Wealth increased its iShares National Muni Bond ETF (MUB) stake by 62% in Q3 2026, buying an estimated $455K and bringing the position to 11,314 shares worth $1.14M. The position accounts for 0.31% of the portfolio, ranked #64.

Stone Summit Wealth first reported a position in MUB in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.71M in Q3 2023. 385 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Stone Summit Wealth held 11,314 shares of iShares National Muni Bond ETF worth $1.14M as of Q3 2026.
  • Stone Summit Wealth bought 4,333 iShares National Muni Bond ETF shares in Q3 2026, an estimated $455K.
  • iShares National Muni Bond ETF made up 0.31% of Stone Summit Wealth's portfolio in Q3 2026, its #64 holding.
  • Stone Summit Wealth first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's iShares National Muni Bond ETF position peaked at $1.71M in Q3 2023.
  • 385 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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