WWM
MUB icon

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

Wiser 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 		– Sell
-6,106
Closed -$657K – 78
2026
Q2 		$657K Buy
6,106
+50
+0.8% +$5.35K 0.13% 37
2026
Q1 		$643K Buy
6,056
+171
+3% +$18.4K 0.14% 33
2025
Q4 		$630K Sell
5,885
-68
-1% -$7.28K 0.14% 33
2025
Q3 		$634K Buy
5,953
+546
+10% +$57.1K 0.14% 33
2025
Q2 		$565K Buy
+5,407
New +$562K 0.14% 31
2024
Q4 		– Sell
-5,189
Closed -$564K – 51
2024
Q3 		$564K Sell
5,189
-5
-0.1% -$539 0.16% 28
2024
Q2 		$553K Buy
+5,194
New +$553K 0.17% 27
2024
Q1 		– Sell
-13,841
Closed -$1.5M – 34
2023
Q4 		$1.5M Buy
13,841
+7,044
+104% +$736K 0.55% 17
2023
Q3 		$697K Sell
6,797
-134
-2% -$14.1K 0.28% 26
2023
Q2 		$740K Buy
6,931
+415
+6% +$44.4K 0.3% 25
2023
Q1 		$702K Sell
6,516
-465
-7% -$49.7K 0.3% 25
2022
Q4 		$737K Buy
6,981
+625
+10% +$65.1K 0.34% 25
2022
Q3 		$652K Buy
6,356
+1,595
+34% +$170K 0.34% 23
2022
Q2 		$506K Sell
4,761
-5,426
-53% -$579K 0.26% 29
2022
Q1 		$1.12M Buy
10,187
+281
+3% +$31.7K 0.52% 22
2021
Q4 		$1.15M Hold
9,906
– – 0.56% 18
2021
Q3 		$1.15M Sell
9,906
-84
-0.8% -$9.8K 0.61% 17
2021
Q2 		$1.17M Sell
9,990
-419
-4% -$49K 0.71% 17
2021
Q1 		$1.21M Sell
10,409
-7,884
-43% -$920K 0.83% 17
2020
Q4 		$2.14M Buy
+18,293
New +$2.13M 1.61% 15

Other funds holding MUB

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
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
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
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

Wiser Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2026, closing a stake of 6,106 shares — an estimated $657K sold.

Wiser Wealth Management first reported a position in MUB in Q4 2020 and held it in 20 quarters. The position peaked at $2.14M in Q4 2020. 358 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Wiser Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Wiser Wealth Management sold 6,106 iShares National Muni Bond ETF shares in Q3 2026, an estimated $657K.
  • Wiser Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 20 quarters.
  • Wiser Wealth Management's iShares National Muni Bond ETF position peaked at $2.14M in Q4 2020.
  • 358 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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