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Aviance Capital Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Aviance Capital Partners’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
Q1 		$208K Sell
1,959
-370
-16% -$39.8K 0.02% 354
2025
Q4 		$249K Hold
2,329
– – 0.03% 331
2025
Q3 		$248K Sell
2,329
-740
-24% -$77.4K 0.03% 327
2025
Q2 		$321K Hold
3,069
– – 0.04% 280
2025
Q1 		$324K Sell
3,069
-235
-7% -$25K 0.05% 263
2024
Q4 		$352K Hold
3,304
– – 0.05% 246
2024
Q3 		$359K Hold
3,304
– – 0.05% 256
2024
Q2 		$352K Buy
+3,304
New +$352K 0.05% 240
2018
Q2 		– Sell
-9,761
Closed -$1.06M – 233
2018
Q1 		$1.06M Sell
9,761
-150
-2% -$16.4K 0.32% 82
2017
Q4 		$1.1M Buy
9,911
+112
+1% +$12.4K 0.36% 74
2017
Q3 		$1.09M Buy
9,799
+77
+0.8% +$8.54K 0.37% 75
2017
Q2 		$1.07M Buy
9,722
+1,370
+16% +$151K 0.34% 83
2017
Q1 		$910K Sell
8,352
-356
-4% -$38.6K 0.33% 94
2016
Q4 		$942K Buy
8,708
+4,957
+132% +$543K 0.33% 83
2016
Q3 		$423K Buy
3,751
+819
+28% +$92.8K 0.15% 140
2016
Q2 		$334K Sell
2,932
-13
-0.4% -$1.46K 0.12% 160
2016
Q1 		$329K Buy
2,945
+537
+22% +$59.8K 0.11% 149
2015
Q4 		$267K Sell
2,408
-342
-12% -$37.5K 0.09% 163
2015
Q3 		$301K Hold
2,750
– – 0.12% 155
2015
Q2 		$298K Buy
2,750
+10
+0.4% +$1.09K 0.11% 169
2015
Q1 		$303K Hold
2,740
– – 0.11% 184
2014
Q4 		$302K Sell
2,740
-245
-8% -$26.9K 0.11% 192
2014
Q3 		$327K Buy
2,985
+178
+6% +$19.4K 0.12% 194
2014
Q2 		$305K Buy
2,807
+601
+27% +$65K 0.12% 188
2014
Q1 		$236K Buy
+2,206
New +$234K 0.1% 195

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviance Capital Partners's MUB Position: Q1 2026 in Review

Aviance Capital Partners reduced its iShares National Muni Bond ETF (MUB) stake by 16% in Q1 2026, selling an estimated $39.8K and leaving 1,959 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #354.

Aviance Capital Partners first reported a position in MUB in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.1M in Q4 2017. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Aviance Capital Partners held 1,959 shares of iShares National Muni Bond ETF worth $208K as of Q1 2026.
  • Aviance Capital Partners sold 370 iShares National Muni Bond ETF shares in Q1 2026, an estimated $39.8K.
  • iShares National Muni Bond ETF made up 0.02% of Aviance Capital Partners's portfolio in Q1 2026, its #354 holding.
  • Aviance Capital Partners first reported a position in iShares National Muni Bond ETF in Q1 2014 and has held it in 25 quarters since.
  • Aviance Capital Partners's iShares National Muni Bond ETF position peaked at $1.1M in Q4 2017.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.