William Mack & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

William Mack & Associates’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	$65.7K	Buy	+650	New	+$68.2K	0.02%	217

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

William Mack & Associates's MUB Position: Q3 2026 in Review

William Mack & Associates opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 650 shares worth $65.7K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings.

1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

William Mack & Associates held 650 shares of iShares National Muni Bond ETF worth $65.7K as of Q3 2026.
iShares National Muni Bond ETF was a new William Mack & Associates position in Q3 2026.
iShares National Muni Bond ETF made up 0.02% of William Mack & Associates's portfolio in Q3 2026, its #217 holding.
1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.