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Weitzel Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Weitzel Financial Services’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 		$9.7M Buy
95,161
+295
+0.3% +$31K 3.25% 11
2026
Q2 		$10.2M Buy
94,866
+1,406
+2% +$150K 3.47% 11
2026
Q1 		$9.9M Buy
93,460
+897
+1% +$96.4K 3.74% 10
2025
Q4 		$9.9M Sell
92,563
-1,316
-1% -$141K 3.84% 10
2025
Q3 		$10M Sell
93,879
-540
-0.6% -$56.5K 4.08% 9
2025
Q2 		$9.8M Buy
94,419
+3,087
+3% +$321K 4.16% 8
2025
Q1 		$9.6M Hold
91,332
– – 4.59% 8
2024
Q4 		$9.7M Buy
91,332
+2,356
+3% +$253K 4.59% 8
2024
Q3 		$9.7M Buy
88,976
+2,443
+3% +$263K 4.54% 8
2024
Q2 		$9.18M Buy
86,533
+3,021
+4% +$322K 4.58% 8
2024
Q1 		$8.94M Buy
83,512
+5,937
+8% +$641K 4.52% 8
2023
Q4 		$8.4M Sell
77,575
-194
-0.2% -$20.3K 4.51% 8
2023
Q3 		$7.92M Buy
77,769
+4,505
+6% +$475K 4.63% 8
2023
Q2 		$7.82M Buy
73,264
+1,923
+3% +$206K 4.44% 8
2023
Q1 		$7.68M Buy
71,341
+1,066
+2% +$114K 4.62% 8
2022
Q4 		$7.42M Buy
70,275
+1,661
+2% +$173K 4.74% 7
2022
Q3 		$7.04M Sell
68,614
-2,539
-4% -$270K 4.94% 6
2022
Q2 		$7.57M Sell
71,153
-2,099
-3% -$224K 5.11% 6
2022
Q1 		$8.03M Buy
73,252
+5,811
+9% +$656K 5.13% 6
2021
Q4 		$7.84M Buy
67,441
+7,319
+12% +$850K 4.74% 7
2021
Q3 		$6.98M Buy
60,122
+9,011
+18% +$1.06M 4.53% 8
2021
Q2 		$6.02M Buy
51,111
+6,287
+14% +$735K 3.97% 8
2021
Q1 		$5.22M Buy
44,824
+4,310
+11% +$503K 3.65% 8
2020
Q4 		$4.77M Buy
+40,514
New +$4.71M 3.56% 8

Other funds holding MUB

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
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
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Weitzel Financial Services's MUB Position: Q3 2026 in Review

Weitzel Financial Services increased its iShares National Muni Bond ETF (MUB) stake by 0.31% in Q3 2026, buying an estimated $31K and bringing the position to 95,161 shares worth $9.7M. The position accounts for 3.25% of the portfolio, ranked #11.

Weitzel Financial Services first reported a position in MUB in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.2M in Q2 2026. 356 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Weitzel Financial Services held 95,161 shares of iShares National Muni Bond ETF worth $9.7M as of Q3 2026.
  • Weitzel Financial Services bought 295 iShares National Muni Bond ETF shares in Q3 2026, an estimated $31K.
  • iShares National Muni Bond ETF made up 3.25% of Weitzel Financial Services's portfolio in Q3 2026, its #11 holding.
  • Weitzel Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Weitzel Financial Services's iShares National Muni Bond ETF position peaked at $10.2M in Q2 2026.
  • 356 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.