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

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

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. 1,641 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.
1,641 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.