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Capasso Planning Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Capasso Planning 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
Q2 		$3.13M Sell
29,083
-1,126
-4% -$120K 1.56% 15
2026
Q1 		$3.21M Sell
30,209
-2,344
-7% -$252K 1.73% 14
2025
Q4 		$3.49M Buy
32,553
+21,544
+196% +$2.31M 1.91% 13
2025
Q3 		$1.17M Sell
11,009
-1,463
-12% -$153K 0.72% 23
2025
Q2 		$1.3M Sell
12,472
-3,201
-20% -$333K 0.74% 23
2025
Q1 		$1.65M Buy
15,673
+367
+2% +$39K 0.69% 28
2024
Q4 		$1.63M Sell
15,306
-5,990
-28% -$644K 0.65% 31
2024
Q3 		$2.31M Sell
21,296
-48
-0.2% -$5.17K 0.68% 27
2024
Q2 		$2.27M Sell
21,344
-1,874
-8% -$200K 0.74% 32
2024
Q1 		$2.5M Sell
23,218
-2,445
-10% -$264K 1.03% 19
2023
Q4 		$2.78M Buy
25,663
+3,544
+16% +$370K 1.3% 19
2023
Q3 		$2.27M Sell
22,119
-5,755
-21% -$607K 1.21% 20
2023
Q2 		$2.98M Sell
27,874
-4,528
-14% -$484K 1.6% 18
2023
Q1 		$3.49M Sell
32,402
-1,920
-6% -$205K 2.05% 15
2022
Q4 		$3.62M Buy
34,322
+1,827
+6% +$190K 2.31% 14
2022
Q3 		$3.33M Sell
32,495
-841
-3% -$89.4K 2.33% 11
2022
Q2 		$3.55M Buy
33,336
+2,793
+9% +$298K 2.52% 12
2022
Q1 		$3.35M Buy
30,543
+14,189
+87% +$1.6M 2.36% 12
2021
Q4 		$1.9M Buy
+16,354
New +$1.9M 1.39% 17

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

Capasso Planning Partners's MUB Position: Q2 2026 in Review

Capasso Planning Partners reduced its iShares National Muni Bond ETF (MUB) stake by 3.7% in Q2 2026, selling an estimated $120K and leaving 29,083 shares worth $3.13M. The position accounts for 1.56% of the portfolio, ranked #15.

Capasso Planning Partners first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.62M in Q4 2022. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Capasso Planning Partners held 29,083 shares of iShares National Muni Bond ETF worth $3.13M as of Q2 2026.
  • Capasso Planning Partners sold 1,126 iShares National Muni Bond ETF shares in Q2 2026, an estimated $120K.
  • iShares National Muni Bond ETF made up 1.56% of Capasso Planning Partners's portfolio in Q2 2026, its #15 holding.
  • Capasso Planning Partners first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's iShares National Muni Bond ETF position peaked at $3.62M in Q4 2022.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.