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

Affinity 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 		$241K Sell
2,244
-314
-12% -$33.6K 0.03% 175
2026
Q1 		$272K Buy
2,558
+444
+21% +$47.7K 0.04% 141
2025
Q4 		$226K Hold
2,114
– – 0.03% 158
2025
Q3 		$225K Buy
+2,114
New +$221K 0.03% 147
2025
Q2 		– Sell
-2,115
Closed -$216K – 162
2025
Q1 		$216K Buy
+2,115
New +$225K 0.04% 146

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Affinity Capital Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 12% in Q2 2026, selling an estimated $33.6K and leaving 2,244 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #175.

Affinity Capital Advisors first reported a position in MUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $272K in Q1 2026. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Affinity Capital Advisors held 2,244 shares of iShares National Muni Bond ETF worth $241K as of Q2 2026.
  • Affinity Capital Advisors sold 314 iShares National Muni Bond ETF shares in Q2 2026, an estimated $33.6K.
  • iShares National Muni Bond ETF made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #175 holding.
  • Affinity Capital Advisors first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Affinity Capital Advisors's iShares National Muni Bond ETF position peaked at $272K in Q1 2026.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.