Valley Wealth Managers
MUB icon

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

Valley Wealth Managers’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 		$9.6K Hold
95
– – ﹤0.01% 290
2026
Q2 		$10.2K Hold
95
– – ﹤0.01% 281
2026
Q1 		$10.1K Hold
95
– – ﹤0.01% 274
2025
Q4 		$10.2K Hold
95
– – ﹤0.01% 285
2025
Q3 		$10.1K Hold
95
– – ﹤0.01% 262
2025
Q2 		$9.9K Sell
95
-24
-20% -$2.5K ﹤0.01% 250
2025
Q1 		$12.5K Sell
119
-38
-24% -$4.04K ﹤0.01% 266
2024
Q4 		$16.7K Hold
157
– – ﹤0.01% 270
2024
Q3 		$17.1K Hold
157
– – ﹤0.01% 274
2024
Q2 		$16.7K Sell
157
-325
-67% -$34.6K ﹤0.01% 273
2024
Q1 		$51.9K Hold
482
– – ﹤0.01% 213
2023
Q4 		$52.3K Buy
482
+95
+25% +$9.9K ﹤0.01% 214
2023
Q3 		$39.7K Sell
387
-293
-43% -$30.9K ﹤0.01% 229
2023
Q2 		$72.6K Sell
680
-43
-6% -$4.6K 0.01% 193
2023
Q1 		$77.9K Sell
723
-65
-8% -$6.95K 0.01% 197
2022
Q4 		$83.2K Sell
788
-2,149
-73% -$224K 0.01% 200
2022
Q3 		$302K Sell
2,937
-1,275
-30% -$136K 0.03% 136
2022
Q2 		$448K Buy
+4,212
New +$449K 0.04% 131

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

Valley Wealth Managers's MUB Position: Q3 2026 in Review

Valley Wealth Managers held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 95 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Valley Wealth Managers first reported a position in MUB in Q2 2022 and has held it in 18 quarters since. The position peaked at $448K in Q2 2022. 462 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Valley Wealth Managers held 95 shares of iShares National Muni Bond ETF worth $9.6K as of Q3 2026.
  • Valley Wealth Managers left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #290 holding.
  • Valley Wealth Managers first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Valley Wealth Managers's iShares National Muni Bond ETF position peaked at $448K in Q2 2022.
  • 462 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.