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

American Capital Advisory’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 		$26.9K Hold
250
– – 0.01% 279
2026
Q1 		$26.5K Hold
250
– – 0.01% 263
2025
Q4 		$26.8K Hold
250
– – 0.01% 258
2025
Q3 		$26.6K Hold
250
– – 0.01% 246
2025
Q2 		$26.1K Hold
250
– – 0.01% 238
2025
Q1 		$26.4K Buy
+250
New +$26.6K 0.01% 240

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

American Capital Advisory's MUB Position: Q2 2026 in Review

American Capital Advisory held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 250 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #279.

American Capital Advisory first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. 800 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • American Capital Advisory held 250 shares of iShares National Muni Bond ETF worth $26.9K as of Q2 2026.
  • American Capital Advisory left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #279 holding.
  • American Capital Advisory first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.