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

Advisors 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	$333K	Buy	3,097 +896	+41%	+$95.8K	﹤0.01%	507
2026 Q1	$234K	Buy	+2,201	New	+$237K	﹤0.01%	523
2024 Q1	–	Sell	-1,851	Closed	-$201K	–	487
2023 Q4	$201K	Buy	+1,851	New	+$193K	﹤0.01%	449

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Advisors Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 41% in Q2 2026, buying an estimated $95.8K and bringing the position to 3,097 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Advisors Capital Management first reported a position in MUB in Q4 2023 and has held it in 3 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Advisors Capital Management held 3,097 shares of iShares National Muni Bond ETF worth $333K as of Q2 2026.
Advisors Capital Management bought 896 iShares National Muni Bond ETF shares in Q2 2026, an estimated $95.8K.
iShares National Muni Bond ETF made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #507 holding.
Advisors Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 3 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.