Western Wealth Management
MUB icon

Western Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Western Wealth Management’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 		$1.6M Buy
15,792
+222
+1% +$23.3K 0.05% 342
2026
Q2 		$1.68M Buy
15,570
+3,865
+33% +$413K 0.05% 343
2026
Q1 		$1.24M Buy
11,705
+15
+0.1% +$1.61K 0.05% 378
2025
Q4 		$1.25M Buy
11,690
+1,509
+15% +$162K 0.06% 299
2025
Q3 		$1.08M Sell
10,181
-1,424
-12% -$149K 0.06% 291
2025
Q2 		$1.21M Sell
11,605
-1,103
-9% -$115K 0.07% 238
2025
Q1 		$1.34M Sell
12,708
-3,137
-20% -$334K 0.09% 206
2024
Q4 		$1.69M Buy
15,845
+3,896
+33% +$419K 0.09% 223
2024
Q3 		$1.3M Buy
11,949
+1,881
+19% +$203K 0.07% 263
2024
Q2 		$1.07M Buy
10,068
+622
+7% +$66.2K 0.08% 217
2024
Q1 		$1.02M Sell
9,446
-4,680
-33% -$505K 0.08% 230
2023
Q4 		$1.53M Buy
14,126
+6,304
+81% +$659K 0.11% 195
2023
Q3 		$802K Buy
7,822
+2,184
+39% +$230K 0.07% 293
2023
Q2 		$602K Sell
5,638
-89
-2% -$9.5K 0.05% 337
2023
Q1 		$617K Sell
5,727
-5,283
-48% -$565K 0.06% 324
2022
Q4 		$1.16M Sell
11,010
-6,443
-37% -$671K 0.12% 191
2022
Q3 		$1.79M Buy
17,453
+3,310
+23% +$352K 0.1% 197
2022
Q2 		$1.51M Buy
14,143
+2,362
+20% +$252K 0.09% 232
2022
Q1 		$1.29M Buy
11,781
+6,666
+130% +$752K 0.06% 287
2021
Q4 		$594K Buy
+5,115
New +$594K 0.06% 292
2021
Q2 		$415K Buy
3,535
+172
+5% +$20.1K 0.04% 404
2021
Q1 		$390K Sell
3,363
-5
-0.1% -$583 0.05% 339
2020
Q4 		$395K Sell
3,368
-1,397
-29% -$162K 0.06% 299
2020
Q3 		$552K Buy
4,765
+297
+7% +$34.5K 0.09% 218
2020
Q2 		$516K Sell
4,468
-789
-15% -$89.6K 0.09% 219
2020
Q1 		$593K Buy
5,257
+1,548
+42% +$177K 0.14% 163
2019
Q4 		$422K Buy
3,709
+1,077
+41% +$123K 0.06% 257
2019
Q3 		$301K Buy
2,632
+302
+13% +$34.5K 0.06% 291
2019
Q2 		$264K Buy
2,330
+1
+0% +$112 0.03% 333
2019
Q1 		$258K Buy
2,329
+299
+15% +$32.8K 0.06% 315
2018
Q4 		$222K Buy
+2,030
New +$218K 0.06% 308

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

Western Wealth Management's MUB Position: Q3 2026 in Review

Western Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 1.4% in Q3 2026, buying an estimated $23.3K and bringing the position to 15,792 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #342.

Western Wealth Management first reported a position in MUB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.79M in Q3 2022. 1,110 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Western Wealth Management held 15,792 shares of iShares National Muni Bond ETF worth $1.6M as of Q3 2026.
  • Western Wealth Management bought 222 iShares National Muni Bond ETF shares in Q3 2026, an estimated $23.3K.
  • iShares National Muni Bond ETF made up 0.05% of Western Wealth Management's portfolio in Q3 2026, its #342 holding.
  • Western Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Western Wealth Management's iShares National Muni Bond ETF position peaked at $1.79M in Q3 2022.
  • 1,110 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.