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

Vericrest Private 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	$1.49M	Sell	14,700 -710	-5%	-$74.5K	1.32%	15
2026 Q2	$1.66M	Buy	15,410 +700	+5%	+$74.9K	1.48%	15
2026 Q1	$1.56M	Sell	14,710 -1,377	-9%	-$148K	1.4%	19
2025 Q4	$1.72M	Buy	+16,087	New	+$1.72M	1.53%	18
2022 Q2	$3.4M	Sell	31,945 -1,574	-5%	-$168K	4.17%	5
2022 Q1	$3.68M	Sell	33,519 -8,807	-21%	-$994K	3.82%	7
2021 Q4	$4.92M	Buy	+42,326	New	+$4.91M	4.56%	5

Other funds holding MUB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Vericrest Private Wealth's MUB Position: Q3 2026 in Review

Vericrest Private Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 4.6% in Q3 2026, selling an estimated $74.5K and leaving 14,700 shares worth $1.49M. The position accounts for 1.32% of the portfolio, ranked #15.

Vericrest Private Wealth first reported a position in MUB in Q4 2021 and has held it in 7 quarters since. The position peaked at $4.92M in Q4 2021. 941 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Vericrest Private Wealth held 14,700 shares of iShares National Muni Bond ETF worth $1.49M as of Q3 2026.
Vericrest Private Wealth sold 710 iShares National Muni Bond ETF shares in Q3 2026, an estimated $74.5K.
iShares National Muni Bond ETF made up 1.32% of Vericrest Private Wealth's portfolio in Q3 2026, its #15 holding.
Vericrest Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 7 quarters since.
Vericrest Private Wealth's iShares National Muni Bond ETF position peaked at $4.92M in Q4 2021.
941 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.