MUB — ISHARES TRUST NATIONAL MUN ETF

Ownership history in Accel Wealth Management  ·  15 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in ISHARES TRUST NATIONAL MUN ETF (MUB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2024 Q3)
Avg. % of fund
0.13%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,236 -223 -6.4% 0.10% $345K $104.81
2025 Q2 REDUCED 3,459 -813 -19.0% 0.12% $361K $102.01
2025 Q1 REDUCED 4,272 -1,291 -23.2% 0.16% $450K $102.12
2024 Q4 REDUCED 5,563 -7 -0.1% 0.22% $593K $102.67
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MUB price (monthly, adj. close)

Other funds also holding MUB

As of 2025 Q4 — sorted by position size

STAGE HARBOR FINANCIAL, LLC 10.88% PRAIRIEVIEW WEALTH PARTNERS, LLC 8.13% Bear Mountain Capital, Inc. 7.77% Liquid Strategies, LLC 3Y 7.57% ESG Planning DBA Harper Investing 3Y 7.02% Kingdom Financial Group LLC. 6.52% Ackerman Capital Advisors, LLC 3Y 7Y 6.46% Arkos Global Advisors 3Y 7Y 6.4% Orgel Wealth Management, LLC 3Y 7Y 6.18% Nolet Wealth Management, LLC 5.89%
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