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

Winthrop Advisory 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 		$343K Sell
3,392
-5,264
-61% -$553K 0.02% 157
2026
Q2 		$932K Buy
8,656
+2,393
+38% +$256K 0.06% 94
2026
Q1 		$665K Buy
6,263
+41
+0.7% +$4.41K 0.05% 93
2025
Q4 		$666K Sell
6,222
-70
-1% -$7.49K 0.06% 92
2025
Q3 		$670K Buy
6,292
+1,252
+25% +$131K 0.06% 87
2025
Q2 		$527K Buy
5,040
+211
+4% +$21.9K 0.05% 97
2025
Q1 		$509K Sell
4,829
-1,838
-28% -$195K 0.06% 91
2024
Q4 		$710K Buy
6,667
+1,679
+34% +$180K 0.09% 76
2024
Q3 		$542K Buy
4,988
+7
+0.1% +$754 0.07% 82
2024
Q2 		$531K Buy
4,981
+858
+21% +$91.4K 0.07% 78
2024
Q1 		$444K Buy
+4,123
New +$445K 0.06% 89
2022
Q2 		– Sell
-2,195
Closed -$241K – 138
2022
Q1 		$241K Sell
2,195
-1,099
-33% -$124K 0.05% 118
2021
Q4 		$383K Sell
3,294
-358
-10% -$41.6K 0.08% 83
2021
Q3 		$424K Sell
3,652
-6
-0.2% -$703 0.09% 66
2021
Q2 		$428K Sell
3,658
-484
-12% -$56.6K 0.1% 70
2021
Q1 		$480K Buy
4,142
+207
+5% +$24.1K 0.12% 61
2020
Q4 		$461K Buy
3,935
+386
+11% +$44.8K 0.12% 63
2020
Q3 		$410K Buy
3,549
+1,640
+86% +$191K 0.13% 63
2020
Q2 		$220K Buy
1,909
+8
+0.4% +$908 0.08% 85
2020
Q1 		$214K Sell
1,901
-8,058
-81% -$920K 0.09% 79
2019
Q4 		$1.13M Buy
+9,959
New +$1.13M 0.41% 32

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
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
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Winthrop Advisory Group's MUB Position: Q3 2026 in Review

Winthrop Advisory Group reduced its iShares National Muni Bond ETF (MUB) stake by 61% in Q3 2026, selling an estimated $553K and leaving 3,392 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #157.

Winthrop Advisory Group first reported a position in MUB in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.13M in Q4 2019. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Winthrop Advisory Group held 3,392 shares of iShares National Muni Bond ETF worth $343K as of Q3 2026.
  • Winthrop Advisory Group sold 5,264 iShares National Muni Bond ETF shares in Q3 2026, an estimated $553K.
  • iShares National Muni Bond ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q3 2026, its #157 holding.
  • Winthrop Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Winthrop Advisory Group's iShares National Muni Bond ETF position peaked at $1.13M in Q4 2019.
  • 555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.