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

Atlas 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 		$118K Sell
1,092
-1,839
-63% -$197K 0.01% 570
2026
Q1 		$311K Buy
2,931
+1,058
+56% +$114K 0.04% 335
2025
Q4 		$201K Buy
+1,873
New +$201K 0.02% 417
2025
Q2 		$140K Buy
1,344
+209
+18% +$21.7K 0.02% 469
2025
Q1 		$120K Sell
1,135
-11
-1% -$1.17K 0.02% 515
2024
Q4 		$122K Sell
1,146
-148
-11% -$15.9K 0.02% 478
2024
Q3 		$141K Buy
1,294
+194
+18% +$20.9K 0.02% 436
2024
Q2 		$117K Hold
1,100
– – 0.02% 474
2024
Q1 		$118K Sell
1,100
-949
-46% -$102K 0.02% 452
2023
Q4 		$222K Sell
2,049
-41
-2% -$4.29K 0.03% 349
2023
Q3 		$214K Buy
+2,090
New +$220K 0.04% 343
2023
Q1 		– Sell
-1,012
Closed -$107K – 944
2022
Q4 		$107K Buy
1,012
+62
+7% +$6.46K 0.02% 440
2022
Q3 		$97.5K Sell
950
-3,345
-78% -$356K 0.02% 450
2022
Q2 		$457K Buy
4,295
+950
+28% +$101K 0.08% 213
2022
Q1 		$367K Hold
3,345
– – 0.06% 255
2021
Q4 		$389K Sell
3,345
-15
-0.4% -$1.74K 0.06% 262
2021
Q3 		$390K Buy
3,360
+15
+0.4% +$1.76K 0.06% 240
2021
Q2 		$392K Hold
3,345
– – 0.07% 247
2021
Q1 		$388K Buy
+3,345
New +$390K 0.08% 227
2020
Q4 		– Sell
-2,750
Closed -$319K – 648
2020
Q3 		$319K Hold
2,750
– – 0.08% 243
2020
Q2 		$317K Buy
+2,750
New +$312K 0.07% 238
2019
Q4 		– Sell
-4,750
Closed -$542K – 656
2019
Q3 		$542K Buy
+4,750
New +$542K 0.16% 181

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

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

Atlas Capital Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 63% in Q2 2026, selling an estimated $197K and leaving 1,092 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #570.

Atlas Capital Advisors first reported a position in MUB in Q3 2019 and has held it in 22 quarters since. The position peaked at $542K in Q3 2019. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Atlas Capital Advisors held 1,092 shares of iShares National Muni Bond ETF worth $118K as of Q2 2026.
  • Atlas Capital Advisors sold 1,839 iShares National Muni Bond ETF shares in Q2 2026, an estimated $197K.
  • iShares National Muni Bond ETF made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #570 holding.
  • Atlas Capital Advisors first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 22 quarters since.
  • Atlas Capital Advisors's iShares National Muni Bond ETF position peaked at $542K in Q3 2019.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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