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

Aptus Capital Advisors’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 		$21.2M Buy
197,324
+9,111
+5% +$974K 0.15% 121
2026
Q1 		$20M Buy
188,213
+31,161
+20% +$3.35M 0.16% 117
2025
Q4 		$16.8M Buy
157,052
+3,014
+2% +$323K 0.12% 143
2025
Q3 		$16.4M Sell
154,038
-9,752
-6% -$1.02M 0.12% 152
2025
Q2 		$17.1M Buy
163,790
+10,529
+7% +$1.09M 0.14% 132
2025
Q1 		$16.2M Buy
153,261
+46,034
+43% +$4.9M 0.17% 124
2024
Q4 		$11.4M Buy
107,227
+42,038
+64% +$4.52M 0.12% 149
2024
Q3 		$7.08M Buy
65,189
+9,830
+18% +$1.06M 0.11% 175
2024
Q2 		$5.9M Buy
55,359
+34,725
+168% +$3.7M 0.1% 166
2024
Q1 		$2.22M Buy
20,634
+11,047
+115% +$1.19M 0.04% 287
2023
Q4 		$1.04M Buy
9,587
+62
+0.7% +$6.48K 0.03% 283
2023
Q3 		$977K Buy
9,525
+89
+0.9% +$9.39K 0.03% 307
2023
Q2 		$1.01M Sell
9,436
-644
-6% -$68.8K 0.02% 269
2023
Q1 		$1.09M Buy
10,080
+6,644
+193% +$710K 0.03% 259
2022
Q4 		$363K Buy
3,436
+1,215
+55% +$127K 0.01% 384
2022
Q3 		$228K Buy
2,221
+3
+0.1% +$319 0.01% 420
2022
Q2 		$236K Buy
2,218
+1,780
+406% +$190K 0.01% 352
2022
Q1 		$48K Buy
438
+121
+38% +$13.7K ﹤0.01% 512
2021
Q4 		$37K Hold
317
– – ﹤0.01% 440
2021
Q3 		$37K Hold
317
– – ﹤0.01% 429
2021
Q2 		$37K Hold
317
– – ﹤0.01% 442
2021
Q1 		$37K Hold
317
– – ﹤0.01% 411
2020
Q4 		$37K Hold
317
– – ﹤0.01% 373
2020
Q3 		$36K Hold
317
– – ﹤0.01% 368
2020
Q2 		$36K Hold
317
– – ﹤0.01% 336
2020
Q1 		$35K Hold
317
– – ﹤0.01% 324
2019
Q4 		$36K Hold
317
– – ﹤0.01% 411
2019
Q3 		$36K Buy
+317
New +$36.2K ﹤0.01% 404

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

Aptus Capital Advisors's MUB Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares National Muni Bond ETF (MUB) stake by 4.8% in Q2 2026, buying an estimated $974K and bringing the position to 197,324 shares worth $21.2M. The position accounts for 0.15% of the portfolio, ranked #121.

Aptus Capital Advisors first reported a position in MUB in Q3 2019 and has held it in 28 quarters since. 1,639 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Aptus Capital Advisors held 197,324 shares of iShares National Muni Bond ETF worth $21.2M as of Q2 2026.
  • Aptus Capital Advisors bought 9,111 iShares National Muni Bond ETF shares in Q2 2026, an estimated $974K.
  • iShares National Muni Bond ETF made up 0.15% of Aptus Capital Advisors's portfolio in Q2 2026, its #121 holding.
  • Aptus Capital Advisors first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,639 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.