Surience Private Wealth
MUB icon

Surience Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Surience Private 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 		$1.41M Sell
13,941
-220
-2% -$23.1K 1.35% 21
2026
Q2 		$1.52M Sell
14,161
-1,347
-9% -$144K 1.34% 28
2026
Q1 		$1.65M Buy
15,508
+13,386
+631% +$1.44M 1.77% 19
2025
Q4 		$227K Buy
+2,122
New +$227K 0.24% 30

Other funds holding MUB

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

Surience Private Wealth's MUB Position: Q3 2026 in Review

Surience Private Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 1.6% in Q3 2026, selling an estimated $23.1K and leaving 13,941 shares worth $1.41M. The position accounts for 1.35% of the portfolio, ranked #21.

Surience Private Wealth first reported a position in MUB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.65M in Q1 2026. 458 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Surience Private Wealth held 13,941 shares of iShares National Muni Bond ETF worth $1.41M as of Q3 2026.
  • Surience Private Wealth sold 220 iShares National Muni Bond ETF shares in Q3 2026, an estimated $23.1K.
  • iShares National Muni Bond ETF made up 1.35% of Surience Private Wealth's portfolio in Q3 2026, its #21 holding.
  • Surience Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Surience Private Wealth's iShares National Muni Bond ETF position peaked at $1.65M in Q1 2026.
  • 458 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.