Apella Capital
MUB icon

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

Apella 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
Q3 		$20.2M Buy
200,528
+6,959
+4% +$730K 0.26% 82
2026
Q2 		$20.8M Sell
193,569
-1,339
-0.7% -$143K 0.29% 70
2026
Q1 		$20.9M Buy
194,908
+13,181
+7% +$1.42M 0.31% 68
2025
Q4 		$19.5M Buy
181,727
+12,375
+7% +$1.32M 0.38% 61
2025
Q3 		$18.2M Sell
169,352
-6,212
-4% -$650K 0.4% 59
2025
Q2 		$18.3M Sell
175,564
-37,915
-18% -$3.94M 0.5% 45
2025
Q1 		$22.1M Sell
213,479
-29,423
-12% -$3.13M 0.76% 31
2024
Q4 		$25.9M Buy
242,902
+11,178
+5% +$1.2M 0.99% 23
2024
Q3 		$25.2M Sell
231,724
-1,208
-0.5% -$130K 1.03% 23
2024
Q2 		$24.9M Buy
232,932
+10,731
+5% +$1.14M 1.11% 22
2024
Q1 		$23.8M Buy
222,201
+17,805
+9% +$1.92M 1.2% 22
2023
Q4 		$22.1M Sell
204,396
-34,519
-14% -$3.61M 1.23% 22
2023
Q3 		$24.5M Sell
238,915
-31,356
-12% -$3.31M 1.73% 16
2023
Q2 		$28.8M Buy
+270,271
New +$28.9M 2.05% 13
2022
Q4 		$19.7M Buy
186,397
+58,646
+46% +$6.11M 1.79% 17
2022
Q3 		$13.1M Buy
127,751
+18,312
+17% +$1.95M 1.52% 21
2022
Q2 		$11.6M Buy
109,439
+2,885
+3% +$308K 1.39% 22
2022
Q1 		$11.7M Sell
106,554
-24,872
-19% -$2.81M 1.65% 18
2021
Q4 		$15.3M Buy
131,426
+15,490
+13% +$1.8M 1.95% 16
2021
Q3 		$13.5M Buy
115,936
+44,670
+63% +$5.24M 1.94% 13
2021
Q2 		$8.35M Buy
71,266
+19,369
+37% +$2.26M 1.37% 18
2021
Q1 		$6.02M Buy
51,897
+21,368
+70% +$2.49M 1.9% 16
2020
Q4 		$3.58M Buy
30,529
+3,934
+15% +$457K 1.26% 24
2020
Q3 		$3.08M Buy
26,595
+10,956
+70% +$1.27M 1.24% 24
2020
Q2 		$1.8M Buy
15,639
+7,475
+92% +$849K 0.84% 28
2020
Q1 		$923K Buy
+8,164
New +$932K 0.54% 49

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Apella Capital's MUB Position: Q3 2026 in Review

Apella Capital increased its iShares National Muni Bond ETF (MUB) stake by 3.6% in Q3 2026, buying an estimated $730K and bringing the position to 200,528 shares worth $20.2M. The position accounts for 0.26% of the portfolio, ranked #82.

Apella Capital first reported a position in MUB in Q1 2020 and has held it in 26 quarters since. The position peaked at $28.8M in Q2 2023. 701 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Apella Capital held 200,528 shares of iShares National Muni Bond ETF worth $20.2M as of Q3 2026.
  • Apella Capital bought 6,959 iShares National Muni Bond ETF shares in Q3 2026, an estimated $730K.
  • iShares National Muni Bond ETF made up 0.26% of Apella Capital's portfolio in Q3 2026, its #82 holding.
  • Apella Capital first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's iShares National Muni Bond ETF position peaked at $28.8M in Q2 2023.
  • 701 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.