W Advisors LLC
MUB icon

W Advisors LLC’s iShares National Muni Bond ETF MUB Stock Holding History

W Advisors LLC’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 		$1.26M Buy
12,478
+263
+2% +$27.6K 0.55% 41
2026
Q2 		$1.31M Sell
12,215
-2,505
-17% -$268K 0.6% 38
2026
Q1 		$1.56M Buy
14,720
+195
+1% +$21K 0.8% 33
2025
Q4 		$1.56M Buy
14,525
+6,005
+70% +$643K 0.78% 30
2025
Q3 		$907K Sell
8,520
-134
-2% -$14K 0.48% 47
2025
Q2 		$904K Sell
8,654
-179
-2% -$18.6K 0.52% 44
2025
Q1 		$931K Buy
8,833
+602
+7% +$64K 0.58% 43
2024
Q4 		$877K Sell
8,231
-1,345
-14% -$145K 0.54% 43
2024
Q3 		$1.04M Sell
9,576
-946
-9% -$102K 0.64% 37
2024
Q2 		$1.12M Buy
10,522
+1,933
+23% +$206K 0.74% 34
2024
Q1 		$924K Sell
8,589
-3,726
-30% -$402K 0.63% 38
2023
Q4 		$1.34M Sell
12,315
-9,611
-44% -$1M 0.99% 26
2023
Q3 		$2.25M Sell
21,926
-1,364
-6% -$144K 1.85% 15
2023
Q2 		$2.49M Sell
23,290
-1,107
-5% -$118K 1.95% 14
2023
Q1 		$2.63M Sell
24,397
-485
-2% -$51.8K 2.17% 13
2022
Q4 		$2.63M Buy
24,882
+1,379
+6% +$144K 2.19% 13
2022
Q3 		$2.41M Buy
23,503
+18,509
+371% +$1.97M 2.24% 14
2022
Q2 		$532K Sell
4,994
-14,421
-74% -$1.54M 0.46% 55
2022
Q1 		$2.13M Sell
19,415
-12,323
-39% -$1.39M 1.61% 15
2021
Q4 		$3.69M Buy
+31,738
New +$3.69M 2.75% 11

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

W Advisors LLC's MUB Position: Q3 2026 in Review

W Advisors LLC increased its iShares National Muni Bond ETF (MUB) stake by 2.2% in Q3 2026, buying an estimated $27.6K and bringing the position to 12,478 shares worth $1.26M. The position accounts for 0.55% of the portfolio, ranked #41.

W Advisors LLC first reported a position in MUB in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.69M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • W Advisors LLC held 12,478 shares of iShares National Muni Bond ETF worth $1.26M as of Q3 2026.
  • W Advisors LLC bought 263 iShares National Muni Bond ETF shares in Q3 2026, an estimated $27.6K.
  • iShares National Muni Bond ETF made up 0.55% of W Advisors LLC's portfolio in Q3 2026, its #41 holding.
  • W Advisors LLC first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • W Advisors LLC's iShares National Muni Bond ETF position peaked at $3.69M in Q4 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.