Vannoy Advisory Group
MUB icon

Vannoy Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Vannoy Advisory Group’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 		$4.01M Sell
39,686
-8,495
-18% -$892K 2.32% 10
2026
Q2 		$5.19M Buy
48,181
+374
+0.8% +$40K 2.93% 10
2026
Q1 		$5.07M Sell
47,807
-671
-1% -$72.1K 3.21% 9
2025
Q4 		$5.19M Buy
48,478
+423
+0.9% +$45.3K 3.29% 9
2025
Q3 		$5.12M Sell
48,055
-7,766
-14% -$813K 3.34% 8
2025
Q2 		$5.83M Buy
55,821
+1,149
+2% +$119K 4.03% 8
2025
Q1 		$5.76M Buy
54,672
+489
+0.9% +$52K 4.27% 8
2024
Q4 		$5.77M Buy
54,183
+2,546
+5% +$274K 4.29% 7
2024
Q3 		$5.61M Buy
51,637
+1,019
+2% +$110K 4.08% 8
2024
Q2 		$5.39M Buy
50,618
+2,360
+5% +$251K 4.18% 8
2024
Q1 		$5.19M Buy
48,258
+411
+0.9% +$44.4K 4.05% 8
2023
Q4 		$5.19M Buy
+47,847
New +$5M 4.26% 8

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Vannoy Advisory Group's MUB Position: Q3 2026 in Review

Vannoy Advisory Group reduced its iShares National Muni Bond ETF (MUB) stake by 18% in Q3 2026, selling an estimated $892K and leaving 39,686 shares worth $4.01M. The position accounts for 2.32% of the portfolio, ranked #10.

Vannoy Advisory Group first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.83M in Q2 2025. 769 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Vannoy Advisory Group held 39,686 shares of iShares National Muni Bond ETF worth $4.01M as of Q3 2026.
  • Vannoy Advisory Group sold 8,495 iShares National Muni Bond ETF shares in Q3 2026, an estimated $892K.
  • iShares National Muni Bond ETF made up 2.32% of Vannoy Advisory Group's portfolio in Q3 2026, its #10 holding.
  • Vannoy Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Vannoy Advisory Group's iShares National Muni Bond ETF position peaked at $5.83M in Q2 2025.
  • 769 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Vannoy Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.