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

Yardley 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	$760K	Sell	7,519 -4,595	-38%	-$482K	0.33%	25
2026 Q2	$1.3M	Sell	12,114 -2	-0%	-$214	0.59%	19
2026 Q1	$1.29M	Sell	12,116 -142	-1%	-$15.3K	0.66%	19
2025 Q4	$1.31M	Sell	12,258 -10	-0.1%	-$1.07K	0.7%	18
2025 Q3	$1.31M	Buy	12,268 +1,111	+10%	+$116K	0.73%	18
2025 Q2	$1.17M	Sell	11,157 -521	-4%	-$54.2K	0.64%	18
2025 Q1	$1.23M	Buy	11,678 +15	+0.1%	+$1.6K	0.73%	18
2024 Q4	$1.24M	Sell	11,663 -46	-0.4%	-$4.94K	0.6%	25
2024 Q3	$1.27M	Buy	+11,709	New	+$1.26M	0.75%	18

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

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

Yardley Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 38% in Q3 2026, selling an estimated $482K and leaving 7,519 shares worth $760K. The position accounts for 0.33% of the portfolio, ranked #25.

Yardley Wealth Management first reported a position in MUB in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2025. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Yardley Wealth Management held 7,519 shares of iShares National Muni Bond ETF worth $760K as of Q3 2026.
Yardley Wealth Management sold 4,595 iShares National Muni Bond ETF shares in Q3 2026, an estimated $482K.
iShares National Muni Bond ETF made up 0.33% of Yardley Wealth Management's portfolio in Q3 2026, its #25 holding.
Yardley Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 9 quarters since.
Yardley Wealth Management's iShares National Muni Bond ETF position peaked at $1.31M in Q4 2025.
555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.