West Wealth Group
MUB icon

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

West Wealth 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
-2,833
Closed -$305K – 155
2026
Q2 		$305K Sell
2,833
-3,643
-56% -$390K 0.05% 116
2026
Q1 		$687K Buy
6,476
+1,348
+26% +$145K 0.14% 56
2025
Q4 		$549K Sell
5,128
-142
-3% -$15.2K 0.11% 60
2025
Q3 		$564K Buy
5,270
+2,059
+64% +$215K 0.13% 59
2025
Q2 		$334K Buy
+3,211
New +$334K 0.08% 78

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Wedmont Private Capital
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SignatureFD
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Wealth Enhancement Advisory Services
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Farther Finance Advisors
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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
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West Wealth Group's MUB Position: Q3 2026 in Review

West Wealth Group sold out of iShares National Muni Bond ETF (MUB) in Q3 2026, closing a stake of 2,833 shares — an estimated $305K sold.

West Wealth Group first reported a position in MUB in Q2 2025 and held it in 5 quarters. The position peaked at $687K in Q1 2026. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • West Wealth Group reported no remaining iShares National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • West Wealth Group sold 2,833 iShares National Muni Bond ETF shares in Q3 2026, an estimated $305K.
  • West Wealth Group first reported a position in iShares National Muni Bond ETF in Q2 2025 and held it in 5 quarters.
  • West Wealth Group's iShares National Muni Bond ETF position peaked at $687K in Q1 2026.
  • 555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.