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

AlphaCore Capital’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 		$1.39M Sell
13,135
-2,056
-14% -$221K 0.03% 312
2025
Q4 		$1.63M Buy
15,191
+113
+0.7% +$12.1K 0.04% 310
2025
Q3 		$1.61M Buy
15,078
+1
+0% +$105 0.05% 222
2025
Q2 		$1.58M Buy
15,077
+13,797
+1,078% +$1.43M 0.06% 203
2025
Q1 		$135K Buy
+1,280
New +$136K 0.01% 490

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlphaCore Capital's MUB Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares National Muni Bond ETF (MUB) stake by 14% in Q1 2026, selling an estimated $221K and leaving 13,135 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #312.

AlphaCore Capital first reported a position in MUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • AlphaCore Capital held 13,135 shares of iShares National Muni Bond ETF worth $1.39M as of Q1 2026.
  • AlphaCore Capital sold 2,056 iShares National Muni Bond ETF shares in Q1 2026, an estimated $221K.
  • iShares National Muni Bond ETF made up 0.03% of AlphaCore Capital's portfolio in Q1 2026, its #312 holding.
  • AlphaCore Capital first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • AlphaCore Capital's iShares National Muni Bond ETF position peaked at $1.63M in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.