Succession Financial
MUB icon

Succession Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Succession Financial’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 		$599K Hold
5,926
– – 0.58% 20
2026
Q2 		$638K Buy
+5,926
New +$634K 0.61% 17

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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Succession Financial's MUB Position: Q3 2026 in Review

Succession Financial held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 5,926 shares worth $599K. The position accounts for 0.58% of the portfolio, ranked #20.

Succession Financial first reported a position in MUB in Q2 2026 and has held it in 2 quarters since. The position peaked at $638K in Q2 2026. 1,471 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Succession Financial held 5,926 shares of iShares National Muni Bond ETF worth $599K as of Q3 2026.
  • Succession Financial left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up 0.58% of Succession Financial's portfolio in Q3 2026, its #20 holding.
  • Succession Financial first reported a position in iShares National Muni Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Succession Financial's iShares National Muni Bond ETF position peaked at $638K in Q2 2026.
  • 1,471 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Succession Financial's 13F filing for Q3 2026, filed 14 Oct 2026.