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

Verus Wealth Management’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	$13.1M	Buy	129,305 +5,759	+5%	+$604K	8.23%	2
2026 Q2	$13.3M	Sell	123,546 -2,232	-2%	-$239K	10.96%	2
2026 Q1	$13.4M	Buy	125,778 +8,562	+7%	+$921K	12.39%	1
2025 Q4	$12.6M	Buy	117,216 +1,682	+1%	+$180K	11.7%	2
2025 Q3	$12.3M	Sell	115,534 -3,044	-3%	-$319K	11.48%	1
2025 Q2	$12.4M	Buy	118,578 +10,530	+10%	+$1.09M	12.46%	1
2025 Q1	$11.4M	Buy	108,048 +176	+0.2%	+$18.7K	12.48%	1
2024 Q4	$11.5M	Buy	+107,872	New	+$11.6M	12.89%	1

Other funds holding MUB

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Verus Wealth Management's MUB Position: Q3 2026 in Review

Verus Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 4.7% in Q3 2026, buying an estimated $604K and bringing the position to 129,305 shares worth $13.1M. The position accounts for 8.23% of the portfolio, ranked #2.

Verus Wealth Management first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.4M in Q1 2026. 502 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Verus Wealth Management held 129,305 shares of iShares National Muni Bond ETF worth $13.1M as of Q3 2026.
Verus Wealth Management bought 5,759 iShares National Muni Bond ETF shares in Q3 2026, an estimated $604K.
iShares National Muni Bond ETF made up 8.23% of Verus Wealth Management's portfolio in Q3 2026, its #2 holding.
Verus Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Verus Wealth Management's iShares National Muni Bond ETF position peaked at $13.4M in Q1 2026.
502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Verus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.