SWMG LLC
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SWMG LLC’s iShares National Muni Bond ETF MUB Stock Holding History

SWMG LLC’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 		$762K Buy
7,377
+2,037
+38% +$214K 0.17% 52
2026
Q2 		$571K Buy
5,340
+970
+22% +$104K 0.13% 56
2026
Q1 		$464K Sell
4,370
-44
-1% -$4.73K 0.13% 69
2025
Q4 		$475K Sell
4,414
-149
-3% -$16K 0.13% 71
2025
Q3 		$491K Sell
4,563
-345
-7% -$36.1K 0.15% 70
2025
Q2 		$509K Buy
4,908
+695
+16% +$72.3K 0.17% 73
2025
Q1 		$438K Sell
4,213
-1,729
-29% -$184K 0.17% 81
2024
Q4 		$632K Sell
5,942
-1,269
-18% -$136K 0.25% 60
2024
Q3 		$772K Buy
7,211
+457
+7% +$49.2K 0.32% 47
2024
Q2 		$720K Buy
6,754
+334
+5% +$35.6K 0.32% 45
2024
Q1 		$691K Sell
6,420
-935
-13% -$101K 0.31% 45
2023
Q4 		$797K Buy
7,355
+206
+3% +$21.5K 0.38% 48
2023
Q3 		$733K Buy
7,149
+2,493
+54% +$263K 0.38% 47
2023
Q2 		$497K Buy
4,656
+863
+23% +$92.2K 0.26% 48
2023
Q1 		$409K Buy
3,793
+372
+11% +$39.8K 0.23% 52
2022
Q4 		$361K Buy
3,421
+339
+11% +$35.3K 0.22% 53
2022
Q3 		$316K Buy
+3,082
New +$328K 0.21% 57
2022
Q1 		$4.55M Buy
41,503
+7,981
+24% +$901K 2.49% 8
2021
Q4 		$3.9M Buy
33,522
+7,926
+31% +$920K 2.07% 11
2021
Q3 		$2.97M Buy
25,596
+509
+2% +$59.7K 1.73% 15
2021
Q2 		$2.94M Buy
25,087
+5,650
+29% +$660K 1.73% 15
2021
Q1 		$2.26M Buy
19,437
+4,184
+27% +$488K 1.54% 16
2020
Q4 		$1.79M Buy
+15,253
New +$1.77M 1.31% 20

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
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
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
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 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

SWMG LLC's MUB Position: Q3 2026 in Review

SWMG LLC increased its iShares National Muni Bond ETF (MUB) stake by 38% in Q3 2026, buying an estimated $214K and bringing the position to 7,377 shares worth $762K. The position accounts for 0.17% of the portfolio, ranked #52.

SWMG LLC first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.55M in Q1 2022. 769 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • SWMG LLC held 7,377 shares of iShares National Muni Bond ETF worth $762K as of Q3 2026.
  • SWMG LLC bought 2,037 iShares National Muni Bond ETF shares in Q3 2026, an estimated $214K.
  • iShares National Muni Bond ETF made up 0.17% of SWMG LLC's portfolio in Q3 2026, its #52 holding.
  • SWMG LLC first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • SWMG LLC's iShares National Muni Bond ETF position peaked at $4.55M in Q1 2022.
  • 769 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.