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Ackerman Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Ackerman Capital Advisors’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
Q2 		$29.7M Sell
275,545
-8,617
-3% -$922K 5.97% 3
2026
Q1 		$30.2M Sell
284,162
-16,108
-5% -$1.73M 6.18% 3
2025
Q4 		$32.2M Buy
300,270
+13,616
+5% +$1.46M 6.46% 3
2025
Q3 		$30.5M Buy
286,654
+42,751
+18% +$4.47M 6.39% 4
2025
Q2 		$25.5M Buy
243,903
+157,500
+182% +$16.4M 5.92% 3
2025
Q1 		$9.11M Buy
86,403
+4,342
+5% +$462K 2.41% 12
2024
Q4 		$8.74M Buy
82,061
+8,621
+12% +$926K 2.29% 13
2024
Q3 		$7.98M Sell
73,440
-11,646
-14% -$1.26M 2.06% 14
2024
Q2 		$9.07M Buy
85,086
+4,733
+6% +$504K 2.4% 11
2024
Q1 		$8.65M Sell
80,353
-3,209
-4% -$346K 2.39% 11
2023
Q4 		$9.06M Sell
83,562
-535,665
-87% -$56M 2.54% 11
2023
Q3 		$63.5M Sell
619,227
-242,197
-28% -$25.5M 17.68% 1
2023
Q2 		$91.9M Sell
861,424
-7,856
-0.9% -$840K 23.85% 1
2023
Q1 		$93.7M Sell
869,280
-1,683
-0.2% -$180K 24.27% 1
2022
Q4 		$91.9M Buy
+870,963
New +$90.8M 24.69% 1
2022
Q2 		– Sell
-650,816
Closed -$71.4M – 115
2022
Q1 		$71.4M Buy
650,816
+570,999
+715% +$64.4M 16.8% 1
2021
Q4 		$9.28M Sell
79,817
-11,001
-12% -$1.28M 2.13% 13
2021
Q3 		$10.6M Sell
90,818
-918
-1% -$108K 2.42% 12
2021
Q2 		$10.8M Sell
91,736
-14,694
-14% -$1.72M 2.52% 11
2021
Q1 		$12.4M Buy
106,430
+98,209
+1,195% +$11.5M 3% 8
2020
Q4 		$964K Hold
8,221
– – 0.25% 38
2020
Q3 		$953K Hold
8,221
– – 0.27% 38
2020
Q2 		$949K Buy
+8,221
New +$933K 0.28% 36

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ackerman Capital Advisors's MUB Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3% in Q2 2026, selling an estimated $922K and leaving 275,545 shares worth $29.7M. The position accounts for 5.97% of the portfolio, ranked #3.

Ackerman Capital Advisors first reported a position in MUB in Q2 2020 and has held it in 23 quarters since. The position peaked at $93.7M in Q1 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Ackerman Capital Advisors held 275,545 shares of iShares National Muni Bond ETF worth $29.7M as of Q2 2026.
  • Ackerman Capital Advisors sold 8,617 iShares National Muni Bond ETF shares in Q2 2026, an estimated $922K.
  • iShares National Muni Bond ETF made up 5.97% of Ackerman Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • Ackerman Capital Advisors first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • Ackerman Capital Advisors's iShares National Muni Bond ETF position peaked at $93.7M in Q1 2023.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.