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Advance Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Advance Capital 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
Q2 		$528K Buy
4,908
+68
+1% +$7.27K 0.02% 117
2026
Q1 		$514K Sell
4,840
-238
-5% -$25.6K 0.02% 107
2025
Q4 		$544K Buy
5,078
+1,058
+26% +$113K 0.02% 103
2025
Q3 		$428K Buy
4,020
+606
+18% +$63.4K 0.02% 112
2025
Q2 		$357K Buy
3,414
+190
+6% +$19.8K 0.02% 119
2025
Q1 		$340K Buy
3,224
+587
+22% +$62.4K 0.02% 116
2024
Q4 		$281K Buy
2,637
+226
+9% +$24.3K 0.01% 122
2024
Q3 		$262K Buy
2,411
+278
+13% +$30K 0.01% 128
2024
Q2 		$227K Buy
2,133
+57
+3% +$6.07K 0.01% 135
2024
Q1 		$223K Buy
+2,076
New +$224K 0.02% 137

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

Advance Capital Management's MUB Position: Q2 2026 in Review

Advance Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 1.4% in Q2 2026, buying an estimated $7.27K and bringing the position to 4,908 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #117.

Advance Capital Management first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $544K in Q4 2025. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Advance Capital Management held 4,908 shares of iShares National Muni Bond ETF worth $528K as of Q2 2026.
  • Advance Capital Management bought 68 iShares National Muni Bond ETF shares in Q2 2026, an estimated $7.27K.
  • iShares National Muni Bond ETF made up 0.02% of Advance Capital Management's portfolio in Q2 2026, its #117 holding.
  • Advance Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Advance Capital Management's iShares National Muni Bond ETF position peaked at $544K in Q4 2025.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.