Unique Wealth
MUB icon

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

Unique 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 		$23.8M Buy
235,087
+2,405
+1% +$252K 2.71% 8
2026
Q2 		$25M Sell
232,682
-1,931
-0.8% -$207K 2.92% 7
2026
Q1 		$24.9M Buy
234,613
+39,517
+20% +$4.25M 3.44% 7
2025
Q4 		$20.9M Buy
195,096
+11,508
+6% +$1.23M 2.92% 8
2025
Q3 		$19.6M Sell
183,588
-10,964
-6% -$1.15M 2.87% 9
2025
Q2 		$20.3M Sell
194,552
-2,144
-1% -$223K 3.28% 6
2025
Q1 		$20.7M Buy
196,696
+15,972
+9% +$1.7M 3.92% 5
2024
Q4 		$19.3M Buy
180,724
+23,827
+15% +$2.56M 4.01% 7
2024
Q3 		$17M Buy
156,897
+35,404
+29% +$3.82M 3.9% 7
2024
Q2 		$12.9M Buy
121,493
+4,289
+4% +$457K 3.39% 8
2024
Q1 		$12.6M Buy
117,204
+1,424
+1% +$154K 3.56% 8
2023
Q4 		$12.6M Buy
115,780
+35,191
+44% +$3.68M 4.07% 6
2023
Q3 		$8.26M Buy
80,589
+4,705
+6% +$496K 3.45% 6
2023
Q2 		$8.1M Sell
75,884
-580
-0.8% -$62K 3.54% 5
2023
Q1 		$8.24M Sell
76,464
-3,152
-4% -$337K 3.99% 6
2022
Q4 		$8.4M Buy
+79,616
New +$8.3M 4.48% 5

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
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Unique Wealth's MUB Position: Q3 2026 in Review

Unique Wealth increased its iShares National Muni Bond ETF (MUB) stake by 1% in Q3 2026, buying an estimated $252K and bringing the position to 235,087 shares worth $23.8M. The position accounts for 2.71% of the portfolio, ranked #8.

Unique Wealth first reported a position in MUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $25M in Q2 2026. 740 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Unique Wealth held 235,087 shares of iShares National Muni Bond ETF worth $23.8M as of Q3 2026.
  • Unique Wealth bought 2,405 iShares National Muni Bond ETF shares in Q3 2026, an estimated $252K.
  • iShares National Muni Bond ETF made up 2.71% of Unique Wealth's portfolio in Q3 2026, its #8 holding.
  • Unique Wealth first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Unique Wealth's iShares National Muni Bond ETF position peaked at $25M in Q2 2026.
  • 740 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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