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BTC Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

BTC Capital Management’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 		$13.3M Buy
123,247
+19,209
+18% +$2.05M 0.81% 37
2026
Q1 		$11.1M Buy
104,038
+9,361
+10% +$1.01M 0.75% 36
2025
Q4 		$10.1M Buy
94,677
+12,715
+16% +$1.36M 0.71% 37
2025
Q3 		$8.73M Buy
81,962
+8,131
+11% +$851K 0.6% 45
2025
Q2 		$7.71M Buy
73,831
+12,106
+20% +$1.26M 0.63% 44
2025
Q1 		$6.51M Sell
61,725
-154
-0.2% -$16.4K 0.6% 50
2024
Q4 		$6.59M Buy
61,879
+639
+1% +$68.7K 0.61% 54
2024
Q3 		$6.65M Sell
61,240
-26,170
-30% -$2.82M 0.59% 58
2024
Q2 		$9.31M Sell
87,410
-29,071
-25% -$3.1M 0.86% 35
2024
Q1 		$12.5M Buy
+116,481
New +$12.6M 1.15% 21
2023
Q3 		$6.21M Sell
60,524
-6,023
-9% -$635K 0.72% 45
2023
Q2 		$7.1M Sell
66,547
-4
-0% -$428 0.77% 40
2023
Q1 		$5.97M Buy
66,551
+9,459
+17% +$1.01M 0.69% 48
2022
Q4 		$6.02M Sell
57,092
-4,359
-7% -$454K 0.72% 44
2022
Q3 		$6.3M Buy
61,451
+19,748
+47% +$2.1M 0.82% 34
2022
Q2 		$4.44M Sell
41,703
-17,301
-29% -$1.85M 0.54% 61
2022
Q1 		$6.47M Buy
59,004
+24,265
+70% +$2.74M 0.64% 54
2021
Q4 		$4.04M Sell
34,739
-1,081
-3% -$126K 0.4% 82
2021
Q3 		$4.16M Sell
35,820
-9,265
-21% -$1.09M 0.47% 73
2021
Q2 		$5.28M Buy
45,085
+32,099
+247% +$3.75M 0.6% 57
2021
Q1 		$1.51M Buy
12,986
+6,062
+88% +$707K 0.17% 101
2020
Q4 		$811K Buy
6,924
+79
+1% +$9.18K 0.1% 130
2020
Q3 		$794K Buy
6,845
+61
+0.9% +$7.09K 0.11% 123
2020
Q2 		$783K Hold
6,784
– – 0.12% 113
2020
Q1 		$767K Sell
6,784
-3,932
-37% -$449K 0.15% 109
2019
Q4 		$1.22M Hold
10,716
– – 0.17% 107
2019
Q3 		$1.22M Hold
10,716
– – 0.2% 103
2019
Q2 		$1.21M Sell
10,716
-1,060
-9% -$119K 0.2% 106
2019
Q1 		$1.31M Sell
11,776
-1,646
-12% -$181K 0.21% 104
2018
Q4 		$1.46M Sell
13,422
-352
-3% -$37.9K 0.26% 102
2018
Q3 		$1.49M Buy
+13,774
New +$1.5M 0.25% 99
2018
Q2 		– Sell
-13,831
Closed -$1.51M – 171
2018
Q1 		$1.51M Buy
13,831
+9,167
+197% +$1,000K 0.25% 99
2017
Q4 		$516K Sell
4,664
-741
-14% -$82K 0.09% 129
2017
Q3 		$600K Sell
5,405
-238
-4% -$26.4K 0.11% 124
2017
Q2 		$623K Buy
5,643
+2,244
+66% +$247K 0.11% 125
2017
Q1 		$371K Buy
+3,399
New +$368K 0.07% 137
2015
Q3 		– Sell
-2,793
Closed -$302K – 183
2015
Q2 		$302K Hold
2,793
– – 0.07% 128
2015
Q1 		$309K Hold
2,793
– – 0.07% 125
2014
Q4 		$309K Hold
2,793
– – 0.08% 114
2014
Q3 		$307K Buy
+2,793
New +$305K 0.08% 121

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BTC Capital Management's MUB Position: Q2 2026 in Review

BTC Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 18% in Q2 2026, buying an estimated $2.05M and bringing the position to 123,247 shares worth $13.3M. The position accounts for 0.81% of the portfolio, ranked #37.

BTC Capital Management first reported a position in MUB in Q3 2014 and has held it in 40 quarters since. 957 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • BTC Capital Management held 123,247 shares of iShares National Muni Bond ETF worth $13.3M as of Q2 2026.
  • BTC Capital Management bought 19,209 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.05M.
  • iShares National Muni Bond ETF made up 0.81% of BTC Capital Management's portfolio in Q2 2026, its #37 holding.
  • BTC Capital Management first reported a position in iShares National Muni Bond ETF in Q3 2014 and has held it in 40 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.