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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Aspire Private Capital's MUB Position: Q2 2026 in Review

Aspire Private Capital increased its iShares National Muni Bond ETF (MUB) stake by 24% in Q2 2026, buying an estimated $755K and bringing the position to 37,009 shares worth $3.98M. The position accounts for 0.82% of the portfolio, ranked #32.

Aspire Private Capital first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Aspire Private Capital held 37,009 shares of iShares National Muni Bond ETF worth $3.98M as of Q2 2026.
Aspire Private Capital bought 7,060 iShares National Muni Bond ETF shares in Q2 2026, an estimated $755K.
iShares National Muni Bond ETF made up 0.82% of Aspire Private Capital's portfolio in Q2 2026, its #32 holding.
Aspire Private Capital first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.