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

Anson 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	$397K	Buy	3,744 +110	+3%	+$11.8K	0.27%	64
2025 Q4	$389K	Buy	3,634 +1	+0%	+$107	0.28%	61
2025 Q3	$387K	Sell	3,633 -138	-4%	-$14.4K	0.29%	55
2025 Q2	$394K	Hold	3,771	–	–	0.32%	52
2025 Q1	$398K	Buy	3,771 +275	+8%	+$29.2K	0.34%	49
2024 Q4	$372K	Buy	3,496 +1,204	+53%	+$129K	0.32%	49
2024 Q3	$249K	Hold	2,292	–	–	0.22%	60
2024 Q2	$244K	Buy	2,292 +1	+0%	+$107	0.24%	59
2024 Q1	$246K	Buy	+2,291	New	+$247K	0.35%	54
2023 Q2	–	Sell	-2,386	Closed	-$257K	–	73
2023 Q1	$257K	Sell	2,386 -1,745	-42%	-$186K	0.42%	58
2022 Q4	$436K	Sell	4,131 -5,946	-59%	-$620K	0.58%	38
2022 Q3	$1.03M	Sell	10,077 -5,398	-35%	-$574K	1.39%	21
2022 Q2	$1.65M	Buy	15,475 +1,440	+10%	+$154K	1.74%	18
2022 Q1	$1.54M	Buy	14,035 +1,854	+15%	+$209K	1.46%	19
2021 Q4	$1.42M	Buy	+12,181	New	+$1.41M	1.4%	21

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anson Capital's MUB Position: Q1 2026 in Review

Anson Capital increased its iShares National Muni Bond ETF (MUB) stake by 3% in Q1 2026, buying an estimated $11.8K and bringing the position to 3,744 shares worth $397K. The position accounts for 0.27% of the portfolio, ranked #64.

Anson Capital first reported a position in MUB in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.65M in Q2 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Anson Capital held 3,744 shares of iShares National Muni Bond ETF worth $397K as of Q1 2026.
Anson Capital bought 110 iShares National Muni Bond ETF shares in Q1 2026, an estimated $11.8K.
iShares National Muni Bond ETF made up 0.27% of Anson Capital's portfolio in Q1 2026, its #64 holding.
Anson Capital first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 15 quarters since.
Anson Capital's iShares National Muni Bond ETF position peaked at $1.65M in Q2 2022.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Anson Capital's 13F filing for Q1 2026, filed 14 May 2026.