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

Aspire Private 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	$3.98M	Buy	37,009 +7,060	+24%	+$755K	0.82%	32
2026 Q1	$3.18M	Buy	29,949 +949	+3%	+$102K	0.72%	35
2025 Q4	$3.11M	Buy	29,000 +2,724	+10%	+$292K	0.69%	33
2025 Q3	$2.8M	Buy	26,276 +924	+4%	+$96.7K	0.62%	41
2025 Q2	$2.65M	Buy	25,352 +115	+0.5%	+$12K	0.62%	43
2025 Q1	$2.66M	Buy	25,237 +17,938	+246%	+$1.91M	0.66%	39
2024 Q4	$778K	Sell	7,299 -4,884	-40%	-$525K	0.19%	93
2024 Q3	$1.32M	Buy	12,183 +771	+7%	+$83.1K	0.32%	58
2024 Q2	$1.22M	Buy	11,412 +4,075	+56%	+$434K	0.31%	55
2024 Q1	$789K	Buy	7,337 +5,406	+280%	+$583K	0.21%	83
2023 Q4	$209K	Buy	1,931 +230	+14%	+$24K	0.06%	137
2023 Q3	$174K	Hold	1,701	–	–	0.06%	136
2023 Q2	$182K	Sell	1,701 -1,140	-40%	-$122K	0.06%	128
2023 Q1	$306K	Buy	2,841 +397	+16%	+$42.4K	0.1%	109
2022 Q4	$258K	Buy	+2,444	New	+$255K	0.09%	111

Other funds holding MUB

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return