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

Welch 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 		– Sell
-3,629
Closed -$391K – 340
2026
Q2 		$391K Hold
3,629
– – 0.01% 219
2026
Q1 		$385K Hold
3,629
– – 0.01% 210
2025
Q4 		$389K Buy
+3,629
New +$389K 0.02% 211

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 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

Welch Group's MUB Position: Q3 2026 in Review

Welch Group sold out of iShares National Muni Bond ETF (MUB) in Q3 2026, closing a stake of 3,629 shares — an estimated $391K sold.

Welch Group first reported a position in MUB in Q4 2025 and held it in 3 quarters. The position peaked at $391K in Q2 2026. 1,065 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Welch Group reported no remaining iShares National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Welch Group sold 3,629 iShares National Muni Bond ETF shares in Q3 2026, an estimated $391K.
  • Welch Group first reported a position in iShares National Muni Bond ETF in Q4 2025 and held it in 3 quarters.
  • Welch Group's iShares National Muni Bond ETF position peaked at $391K in Q2 2026.
  • 1,065 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.