Beacon Capital Management LLC (Tennessee)’s iShares National Muni Bond ETF MUB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	$283K	Buy	+2,628	New	+$281K	0.04%	136
2025 Q3	–	Sell	-51	Closed	-$5.33K	–	690
2025 Q2	$5.33K	Buy	51 +11	+28%	+$1.14K	﹤0.01%	748
2025 Q1	$4.19K	Buy	40 +1	+3%	+$106	﹤0.01%	805
2024 Q4	$4.21K	Hold	39	–	–	﹤0.01%	767
2024 Q3	$4.25K	Hold	39	–	–	﹤0.01%	852
2024 Q2	$4.16K	Hold	39	–	–	﹤0.01%	743
2024 Q1	$4.2K	Hold	39	–	–	﹤0.01%	740
2023 Q4	$4K	Hold	39	–	–	﹤0.01%	681
2023 Q3	$4.16K	Hold	39	–	–	﹤0.01%	732
2023 Q2	$4.16K	Buy	+39	New	+$4.17K	﹤0.01%	732

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

Beacon Capital Management LLC (Tennessee)'s MUB Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 2,628 shares worth $283K. The stake represents 0.04% of the portfolio and ranks #136 among its holdings. This is a return to the name: Beacon Capital Management LLC (Tennessee) previously reported a position in MUB as recently as Q2 2025.

Beacon Capital Management LLC (Tennessee) first reported a position in MUB in Q2 2023 and has held it in 10 quarters since. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Beacon Capital Management LLC (Tennessee) held 2,628 shares of iShares National Muni Bond ETF worth $283K as of Q2 2026.
iShares National Muni Bond ETF was a new Beacon Capital Management LLC (Tennessee) position in Q2 2026.
iShares National Muni Bond ETF made up 0.04% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #136 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 10 quarters since.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.