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

Summit Financial Consulting’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	$224K	Buy	2,219 +223	+11%	+$23.4K	0.16%	44
2026 Q2	$215K	Sell	1,996 -69	-3%	-$7.38K	0.15%	47
2026 Q1	$219K	Sell	2,065 -255	-11%	-$27.4K	0.16%	39
2025 Q4	$248K	Buy	2,320 +136	+6%	+$14.6K	0.18%	41
2025 Q3	$233K	Buy	2,184 +217	+11%	+$22.7K	0.19%	38
2025 Q2	$206K	Sell	1,967 -2	-0.1%	-$208	0.18%	39
2025 Q1	$208K	Buy	+1,969	New	+$209K	0.19%	41

Other funds holding MUB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Summit Financial Consulting's MUB Position: Q3 2026 in Review

Summit Financial Consulting increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q3 2026, buying an estimated $23.4K and bringing the position to 2,219 shares worth $224K. The position accounts for 0.16% of the portfolio, ranked #44.

Summit Financial Consulting first reported a position in MUB in Q1 2025 and has held it in 7 quarters since. The position peaked at $248K in Q4 2025. 486 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Summit Financial Consulting held 2,219 shares of iShares National Muni Bond ETF worth $224K as of Q3 2026.
Summit Financial Consulting bought 223 iShares National Muni Bond ETF shares in Q3 2026, an estimated $23.4K.
iShares National Muni Bond ETF made up 0.16% of Summit Financial Consulting's portfolio in Q3 2026, its #44 holding.
Summit Financial Consulting first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 7 quarters since.
Summit Financial Consulting's iShares National Muni Bond ETF position peaked at $248K in Q4 2025.
486 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.