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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advance Capital Management's MUB Position: Q1 2026 in Review

Advance Capital Management reduced its iShares National Muni Bond ETF (MUB) stake by 4.7% in Q1 2026, selling an estimated $25.6K and leaving 4,840 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #107.

Advance Capital Management first reported a position in MUB in Q1 2024 and has held it in 9 quarters since. The position peaked at $544K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Advance Capital Management held 4,840 shares of iShares National Muni Bond ETF worth $514K as of Q1 2026.
Advance Capital Management sold 238 iShares National Muni Bond ETF shares in Q1 2026, an estimated $25.6K.
iShares National Muni Bond ETF made up 0.02% of Advance Capital Management's portfolio in Q1 2026, its #107 holding.
Advance Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
Advance Capital Management's iShares National Muni Bond ETF position peaked at $544K in Q4 2025.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.