Veery Capital
MUB icon

Veery Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Veery Capital’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 		$10.8M Sell
106,827
-6,978
-6% -$732K 2.88% 11
2026
Q2 		$12.2M Buy
113,805
+5,737
+5% +$614K 3.29% 11
2026
Q1 		$11.5M Sell
108,068
-4,421
-4% -$475K 3.52% 11
2025
Q4 		$12M Buy
112,489
+3,509
+3% +$376K 3.7% 9
2025
Q3 		$11.6M Buy
108,980
+3,399
+3% +$356K 3.66% 10
2025
Q2 		$11M Sell
105,581
-3,624
-3% -$377K 3.79% 9
2025
Q1 		$11.5M Buy
109,205
+189
+0.2% +$20.1K 4.48% 8
2024
Q4 		$11.6M Buy
109,016
+6,102
+6% +$656K 4.45% 7
2024
Q3 		$11.2M Buy
102,914
+8,113
+9% +$874K 4.19% 9
2024
Q2 		$10.1M Buy
94,801
+1,089
+1% +$116K 4.09% 7
2024
Q1 		$10.1M Buy
93,712
+16,496
+21% +$1.78M 4.13% 7
2023
Q4 		$8.37M Sell
77,216
-20,602
-21% -$2.15M 3.75% 7
2023
Q3 		$10M Buy
97,818
+882
+0.9% +$93K 4.88% 6
2023
Q2 		$10.3M Buy
96,936
+30,280
+45% +$3.24M 4.88% 7
2023
Q1 		$7.18M Sell
66,656
-9,905
-13% -$1.06M 3.83% 7
2022
Q4 		$8.08M Sell
76,561
-7,146
-9% -$745K 4.77% 7
2022
Q3 		$8.59M Buy
83,707
+1,442
+2% +$153K 5.49% 5
2022
Q2 		$8.75M Buy
82,265
+4,803
+6% +$513K 5.38% 6
2022
Q1 		$8.49M Buy
77,462
+10,079
+15% +$1.14M 4.7% 7
2021
Q4 		$7.84M Buy
67,383
+1,008
+2% +$117K 4.11% 7
2021
Q3 		$7.71M Buy
66,375
+5,076
+8% +$595K 4.37% 7
2021
Q2 		$7.18M Buy
61,299
+4,830
+9% +$564K 4.18% 8
2021
Q1 		$6.55M Buy
56,469
+4,053
+8% +$473K 4.14% 8
2020
Q4 		$6.14M Buy
+52,416
New +$6.09M 4.14% 7

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

Veery Capital's MUB Position: Q3 2026 in Review

Veery Capital reduced its iShares National Muni Bond ETF (MUB) stake by 6.1% in Q3 2026, selling an estimated $732K and leaving 106,827 shares worth $10.8M. The position accounts for 2.88% of the portfolio, ranked #11.

Veery Capital first reported a position in MUB in Q4 2020 and has held it in 24 quarters since. The position peaked at $12.2M in Q2 2026. 502 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Veery Capital held 106,827 shares of iShares National Muni Bond ETF worth $10.8M as of Q3 2026.
  • Veery Capital sold 6,978 iShares National Muni Bond ETF shares in Q3 2026, an estimated $732K.
  • iShares National Muni Bond ETF made up 2.88% of Veery Capital's portfolio in Q3 2026, its #11 holding.
  • Veery Capital first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Veery Capital's iShares National Muni Bond ETF position peaked at $12.2M in Q2 2026.
  • 502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.