Wise Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Wise Wealth Partners’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	-3,951	Closed	-$425K	–	44
2026 Q2	$425K	Buy	3,951 +26	+0.7%	+$2.78K	0.72%	28
2026 Q1	$417K	Sell	3,925 -179	-4%	-$19.2K	0.56%	39
2025 Q4	$440K	Sell	4,104 -42	-1%	-$4.5K	0.63%	39
2025 Q3	$441K	Buy	4,146 +25	+0.6%	+$2.62K	0.67%	39
2025 Q2	$431K	Buy	4,121 +127	+3%	+$13.2K	0.72%	38
2025 Q1	$421K	Sell	3,994 -17	-0.4%	-$1.81K	1.01%	25
2024 Q4	$427K	Buy	+4,011	New	+$431K	1.05%	21

Other funds holding MUB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wise Wealth Partners's MUB Position: Q3 2026 in Review

Wise Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q3 2026, closing a stake of 3,951 shares — an estimated $425K sold.

Wise Wealth Partners first reported a position in MUB in Q4 2024 and held it in 7 quarters. The position peaked at $441K in Q3 2025. 502 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Wise Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
Wise Wealth Partners sold 3,951 iShares National Muni Bond ETF shares in Q3 2026, an estimated $425K.
Wise Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 7 quarters.
Wise Wealth Partners's iShares National Muni Bond ETF position peaked at $441K in Q3 2025.
502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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