Thrive Wealth Management
MUB icon

Thrive Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Thrive Wealth Management’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 		$5.15M Buy
50,967
+2,997
+6% +$315K 0.64% 24
2026
Q2 		$5.16M Buy
47,970
+9,226
+24% +$987K 0.66% 23
2026
Q1 		$4.11M Buy
38,744
+4,730
+14% +$509K 0.61% 24
2025
Q4 		$3.64M Buy
34,014
+118
+0.3% +$12.6K 0.54% 27
2025
Q3 		$3.61M Sell
33,896
-69,775
-67% -$7.3M 0.54% 25
2025
Q2 		$10.8M Buy
103,671
+73,197
+240% +$7.61M 1.75% 8
2025
Q1 		$3.21M Buy
30,474
+419
+1% +$44.6K 0.61% 23
2024
Q4 		$3.2M Buy
30,055
+1,050
+4% +$113K 0.58% 24
2024
Q3 		$3.15M Buy
29,005
+26
+0.1% +$2.8K 0.58% 21
2024
Q2 		$3.09M Buy
28,979
+2,926
+11% +$312K 0.6% 21
2024
Q1 		$2.8M Sell
26,053
-49,111
-65% -$5.3M 0.58% 22
2023
Q4 		$8.15M Buy
+75,164
New +$7.85M 1.81% 8
2023
Q2 		– Sell
-9,978
Closed -$1.08M – 186
2023
Q1 		$1.08M Buy
9,978
+165
+2% +$17.6K 0.28% 40
2022
Q4 		$1.04M Sell
9,813
-53,065
-84% -$5.53M 0.3% 42
2022
Q3 		$6.45M Buy
62,878
+24,285
+63% +$2.58M 2.26% 6
2022
Q2 		$4.1M Sell
38,593
-81,270
-68% -$8.67M 1.43% 12
2022
Q1 		$13.1M Buy
119,863
+113,791
+1,874% +$12.8M 3.89% 5
2021
Q4 		$706K Buy
+6,072
New +$705K 0.24% 49

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

Thrive Wealth Management's MUB Position: Q3 2026 in Review

Thrive Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 6.2% in Q3 2026, buying an estimated $315K and bringing the position to 50,967 shares worth $5.15M. The position accounts for 0.64% of the portfolio, ranked #24.

Thrive Wealth Management first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.1M in Q1 2022. 458 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Thrive Wealth Management held 50,967 shares of iShares National Muni Bond ETF worth $5.15M as of Q3 2026.
  • Thrive Wealth Management bought 2,997 iShares National Muni Bond ETF shares in Q3 2026, an estimated $315K.
  • iShares National Muni Bond ETF made up 0.64% of Thrive Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Thrive Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Thrive Wealth Management's iShares National Muni Bond ETF position peaked at $13.1M in Q1 2022.
  • 458 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.