Whitcomb & Hess
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Whitcomb & Hess’s iShares National Muni Bond ETF MUB Stock Holding History

Whitcomb & Hess’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 		$268K Buy
2,650
+171
+7% +$17.9K 0.06% 53
2026
Q2 		$267K Sell
2,479
-166
-6% -$17.8K 0.06% 51
2026
Q1 		$281K Sell
2,645
-25
-0.9% -$2.69K 0.07% 49
2025
Q4 		$287K Sell
2,670
-16
-0.6% -$1.71K 0.07% 50
2025
Q3 		$286K Sell
2,686
-834
-24% -$87.3K 0.07% 49
2025
Q2 		$368K Sell
3,520
-2
-0.1% -$208 0.1% 39
2025
Q1 		$371K Buy
3,522
+45
+1% +$4.79K 0.11% 38
2024
Q4 		$371K Sell
3,477
-623
-15% -$66.9K 0.11% 39
2024
Q3 		$445K Sell
4,100
-27
-0.7% -$2.91K 0.13% 35
2024
Q2 		$440K Buy
4,127
+652
+19% +$69.4K 0.14% 34
2024
Q1 		$374K Sell
3,475
-2
-0.1% -$216 0.12% 38
2023
Q4 		$377K Buy
3,477
+974
+39% +$102K 0.13% 37
2023
Q3 		$257K Buy
2,503
+3
+0.1% +$316 0.1% 36
2023
Q2 		$267K Buy
2,500
+31
+1% +$3.31K 0.1% 35
2023
Q1 		$266K Sell
2,469
-626
-20% -$66.9K 0.1% 34
2022
Q4 		$327K Buy
+3,095
New +$323K 0.13% 31

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Whitcomb & Hess's MUB Position: Q3 2026 in Review

Whitcomb & Hess increased its iShares National Muni Bond ETF (MUB) stake by 6.9% in Q3 2026, buying an estimated $17.9K and bringing the position to 2,650 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #53.

Whitcomb & Hess first reported a position in MUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $445K in Q3 2024. 961 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Whitcomb & Hess held 2,650 shares of iShares National Muni Bond ETF worth $268K as of Q3 2026.
  • Whitcomb & Hess bought 171 iShares National Muni Bond ETF shares in Q3 2026, an estimated $17.9K.
  • iShares National Muni Bond ETF made up 0.06% of Whitcomb & Hess's portfolio in Q3 2026, its #53 holding.
  • Whitcomb & Hess first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Whitcomb & Hess's iShares National Muni Bond ETF position peaked at $445K in Q3 2024.
  • 961 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.