Wealth Advisory Solutions
MUB icon

Wealth Advisory Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Wealth Advisory Solutions’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 		$8.21M Hold
81,254
– – 1.7% 15
2026
Q2 		$8.74M Buy
81,254
+14,772
+22% +$1.58M 1.8% 15
2026
Q1 		$7.06M Sell
66,482
-23,676
-26% -$2.55M 1.57% 15
2025
Q4 		$9.7M Buy
90,158
+7,500
+9% +$803K 2.25% 12
2025
Q3 		$8.8M Buy
82,658
+178
+0.2% +$18.6K 2.13% 12
2025
Q2 		$8.62M Buy
82,480
+2,155
+3% +$224K 2.18% 11
2025
Q1 		$8.47M Buy
+80,325
New +$8.54M 2.24% 10
2021
Q3 		$803K Sell
6,915
-5,035
-42% -$590K 0.18% 90
2021
Q2 		$1.4M Sell
11,950
-1,400
-10% -$164K 0.33% 76
2021
Q1 		$2M Buy
13,350
+8,952
+204% +$1.04M 0.42% 67
2020
Q4 		$515K Hold
4,398
– – 0.14% 92
2020
Q3 		$509K Hold
4,398
– – 0.14% 107
2020
Q2 		$507K Buy
4,398
+200
+5% +$22.7K 0.14% 110
2020
Q1 		$474K Buy
4,198
+398
+10% +$45.4K 0.16% 102
2019
Q4 		$433K Buy
+3,800
New +$433K 0.11% 127

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

Wealth Advisory Solutions's MUB Position: Q3 2026 in Review

Wealth Advisory Solutions held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 81,254 shares worth $8.21M. The position accounts for 1.7% of the portfolio, ranked #15.

Wealth Advisory Solutions first reported a position in MUB in Q4 2019 and has held it in 15 quarters since. The position peaked at $9.7M in Q4 2025. 467 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Wealth Advisory Solutions held 81,254 shares of iShares National Muni Bond ETF worth $8.21M as of Q3 2026.
  • Wealth Advisory Solutions left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up 1.7% of Wealth Advisory Solutions's portfolio in Q3 2026, its #15 holding.
  • Wealth Advisory Solutions first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 15 quarters since.
  • Wealth Advisory Solutions's iShares National Muni Bond ETF position peaked at $9.7M in Q4 2025.
  • 467 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.