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

VisionPoint 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	$3.58M	Buy	35,404 +11,956	+51%	+$1.25M	0.56%	46
2026 Q2	$2.52M	Buy	23,448 +16,824	+254%	+$1.8M	0.41%	60
2026 Q1	$703K	Buy	6,624 +1,345	+25%	+$145K	0.13%	176
2025 Q4	$565K	Buy	5,279 +156	+3%	+$16.7K	0.11%	193
2025 Q3	$546K	Buy	5,123 +2,246	+78%	+$235K	0.11%	194
2025 Q2	$301K	Buy	+2,877	New	+$299K	0.07%	271
2019 Q4	–	Sell	-10,105	Closed	-$1.16M	–	138
2019 Q3	$1.16M	Sell	10,105 -211	-2%	-$24.1K	0.32%	44
2019 Q2	$1.17M	Hold	10,316	–	–	0.34%	43
2019 Q1	$1.15M	Buy	10,316 +178	+2%	+$19.5K	0.32%	48
2018 Q4	$1.1M	Buy	+10,138	New	+$1.09M	0.36%	42

Other funds holding MUB

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

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

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

VisionPoint Advisory Group increased its iShares National Muni Bond ETF (MUB) stake by 51% in Q3 2026, buying an estimated $1.25M and bringing the position to 35,404 shares worth $3.58M. The position accounts for 0.56% of the portfolio, ranked #46.

VisionPoint Advisory Group first reported a position in MUB in Q4 2018 and has held it in 10 quarters since. 410 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

VisionPoint Advisory Group held 35,404 shares of iShares National Muni Bond ETF worth $3.58M as of Q3 2026.
VisionPoint Advisory Group bought 11,956 iShares National Muni Bond ETF shares in Q3 2026, an estimated $1.25M.
iShares National Muni Bond ETF made up 0.56% of VisionPoint Advisory Group's portfolio in Q3 2026, its #46 holding.
VisionPoint Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 10 quarters since.
410 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.