Allen Capital Group
MUB icon

Allen Capital Group’s iShares National Muni Bond ETF MUB Stock Holding History

Allen Capital Group’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
Q3 		$1.07M Buy
10,629
+1,485
+16% +$156K 0.09% 139
2026
Q2 		$984K Sell
9,144
-986
-10% -$105K 0.08% 146
2026
Q1 		$1.08M Sell
10,130
-872
-8% -$93.8K 0.1% 134
2025
Q4 		$1.18M Sell
11,002
-411
-4% -$44K 0.11% 122
2025
Q3 		$1.22M Buy
11,413
+6,265
+122% +$656K 0.11% 116
2025
Q2 		$538K Sell
5,148
-2,291
-31% -$238K 0.06% 179
2025
Q1 		$784K Sell
7,439
-673
-8% -$71.6K 0.09% 127
2024
Q4 		$864K Sell
8,112
-969
-11% -$104K 0.1% 118
2024
Q3 		$986K Sell
9,081
-61
-0.7% -$6.57K 0.12% 106
2024
Q2 		$974K Buy
9,142
+2,446
+37% +$261K 0.13% 100
2024
Q1 		$720K Sell
6,696
-449
-6% -$48.5K 0.1% 113
2023
Q4 		$775K Buy
+7,145
New +$747K 0.12% 106

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Allen Capital Group's MUB Position: Q3 2026 in Review

Allen Capital Group increased its iShares National Muni Bond ETF (MUB) stake by 16% in Q3 2026, buying an estimated $156K and bringing the position to 10,629 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #139.

Allen Capital Group first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Allen Capital Group held 10,629 shares of iShares National Muni Bond ETF worth $1.07M as of Q3 2026.
  • Allen Capital Group bought 1,485 iShares National Muni Bond ETF shares in Q3 2026, an estimated $156K.
  • iShares National Muni Bond ETF made up 0.09% of Allen Capital Group's portfolio in Q3 2026, its #139 holding.
  • Allen Capital Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Allen Capital Group's iShares National Muni Bond ETF position peaked at $1.22M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.