Toth Financial Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Toth Financial Advisory’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	$45.7K	Hold	452	–	–	﹤0.01%	394
2026 Q2	$48.6K	Sell	452 -306	-40%	-$32.7K	﹤0.01%	387
2026 Q1	$80.5K	Hold	758	–	–	0.01%	300
2025 Q4	$81.2K	Buy	758 +3	+0.4%	+$321	0.01%	286
2025 Q3	$80.4K	Buy	755 +519	+220%	+$54.3K	0.01%	283
2025 Q2	$24.7K	Sell	236 -97	-29%	-$10.1K	﹤0.01%	408
2025 Q1	$35.1K	Hold	333	–	–	﹤0.01%	332
2024 Q4	$35.5K	Sell	333 -138	-29%	-$14.8K	﹤0.01%	338
2024 Q3	$51.2K	Hold	471	–	–	0.01%	292
2024 Q2	$50.2K	Sell	471 -300	-39%	-$32K	0.01%	294
2024 Q1	$83K	Hold	771	–	–	0.01%	251
2023 Q4	$83.6K	Hold	771	–	–	0.01%	252
2023 Q3	$79.1K	Sell	771 -355	-32%	-$37.4K	0.01%	231
2023 Q2	$120K	Buy	1,126 +355	+46%	+$37.9K	0.02%	220
2023 Q1	$83.1K	Hold	771	–	–	0.01%	231
2022 Q4	$81.4K	Sell	771 -34	-4%	-$3.54K	0.01%	242
2022 Q3	$83K	Sell	805 -175	-18%	-$18.6K	0.02%	227
2022 Q2	$104K	Sell	980 -70	-7%	-$7.47K	0.02%	215
2022 Q1	$115K	Hold	1,050	–	–	0.02%	223
2021 Q4	$122K	Sell	1,050 -200	-16%	-$23.2K	0.02%	229
2021 Q3	$145K	Hold	1,250	–	–	0.02%	214
2021 Q2	$147K	Hold	1,250	–	–	0.02%	193
2021 Q1	$145K	Hold	1,250	–	–	0.02%	210
2020 Q4	$147K	Hold	1,250	–	–	0.03%	195
2020 Q3	$145K	Buy	1,250 +272	+28%	+$31.6K	0.03%	193
2020 Q2	$113K	Sell	978 -120	-11%	-$13.6K	0.02%	187
2020 Q1	$124K	Sell	1,098 -85	-7%	-$9.7K	0.04%	137
2019 Q4	$135K	Sell	1,183 -45	-4%	-$5.13K	0.03%	168
2019 Q3	$140K	Hold	1,228	–	–	0.03%	180
2019 Q2	$139K	Hold	1,228	–	–	0.03%	173
2019 Q1	$137K	Hold	1,228	–	–	0.03%	161
2018 Q4	$134K	Sell	1,228 -40	-3%	-$4.3K	0.04%	139
2018 Q3	$137K	Sell	1,268 -20	-2%	-$2.17K	0.03%	162
2018 Q2	$140K	Hold	1,288	–	–	0.03%	157
2018 Q1	$140K	Sell	1,288 -197	-13%	-$21.5K	0.03%	159
2017 Q4	$164K	Buy	+1,485	New	+$164K	0.04%	153

Other funds holding MUB

WPC

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

FFA

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

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

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Toth Financial Advisory's MUB Position: Q3 2026 in Review

Toth Financial Advisory held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 452 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Toth Financial Advisory first reported a position in MUB in Q4 2017 and has held it in 36 quarters since. The position peaked at $164K in Q4 2017. 103 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Toth Financial Advisory held 452 shares of iShares National Muni Bond ETF worth $45.7K as of Q3 2026.
Toth Financial Advisory left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
iShares National Muni Bond ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #394 holding.
Toth Financial Advisory first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 36 quarters since.
Toth Financial Advisory's iShares National Muni Bond ETF position peaked at $164K in Q4 2017.
103 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.