Topsail Wealth Management
MUB icon

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

Topsail 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 		$1.15M Sell
11,393
-1,540
-12% -$162K 0.15% 56
2026
Q2 		$1.39M Sell
12,933
-27,796
-68% -$2.97M 0.18% 49
2026
Q1 		$4.32M Buy
40,729
+7,095
+21% +$763K 0.64% 18
2025
Q4 		$3.6M Buy
33,634
+91
+0.3% +$9.7K 0.53% 18
2025
Q3 		$3.57M Buy
33,543
+268
+0.8% +$28K 0.6% 18
2025
Q2 		$3.48M Buy
+33,275
New +$3.46M 0.64% 19

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

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

Topsail Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 12% in Q3 2026, selling an estimated $162K and leaving 11,393 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #56.

Topsail Wealth Management first reported a position in MUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.32M in Q1 2026. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Topsail Wealth Management held 11,393 shares of iShares National Muni Bond ETF worth $1.15M as of Q3 2026.
  • Topsail Wealth Management sold 1,540 iShares National Muni Bond ETF shares in Q3 2026, an estimated $162K.
  • iShares National Muni Bond ETF made up 0.15% of Topsail Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Topsail Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Topsail Wealth Management's iShares National Muni Bond ETF position peaked at $4.32M in Q1 2026.
  • 1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Topsail Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.