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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
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

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital's MUB Position: Q2 2026 in Review

Apella Capital reduced its iShares National Muni Bond ETF (MUB) stake by 0.69% in Q2 2026, selling an estimated $143K and leaving 193,569 shares worth $20.8M. The position accounts for 0.29% of the portfolio, ranked #70.

Apella Capital first reported a position in MUB in Q1 2020 and has held it in 25 quarters since. The position peaked at $28.8M in Q2 2023. 445 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Apella Capital held 193,569 shares of iShares National Muni Bond ETF worth $20.8M as of Q2 2026.
  • Apella Capital sold 1,339 iShares National Muni Bond ETF shares in Q2 2026, an estimated $143K.
  • iShares National Muni Bond ETF made up 0.29% of Apella Capital's portfolio in Q2 2026, its #70 holding.
  • Apella Capital first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's iShares National Muni Bond ETF position peaked at $28.8M in Q2 2023.
  • 445 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.