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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
Q2 		$2.22M Buy
20,654
+7,519
+57% +$804K 0.04% 293
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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AlphaCore Capital's MUB Position: Q2 2026 in Review

AlphaCore Capital increased its iShares National Muni Bond ETF (MUB) stake by 57% in Q2 2026, buying an estimated $804K and bringing the position to 20,654 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #293.

AlphaCore Capital first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • AlphaCore Capital held 20,654 shares of iShares National Muni Bond ETF worth $2.22M as of Q2 2026.
  • AlphaCore Capital bought 7,519 iShares National Muni Bond ETF shares in Q2 2026, an estimated $804K.
  • iShares National Muni Bond ETF made up 0.04% of AlphaCore Capital's portfolio in Q2 2026, its #293 holding.
  • AlphaCore Capital first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.