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Cape Investment Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Cape Investment Advisory’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 		$252K Buy
2,338
+228
+11% +$24.4K 0.07% 203
2026
Q1 		$224K Sell
2,110
-284
-12% -$30.5K 0.07% 211
2025
Q4 		$256K Buy
2,394
+103
+4% +$11K 0.08% 186
2025
Q3 		$244K Sell
2,291
-237
-9% -$24.8K 0.24% 98
2025
Q2 		$264K Buy
2,528
+672
+36% +$69.9K 0.1% 160
2025
Q1 		$196K Buy
1,856
+607
+49% +$64.6K 0.08% 180
2024
Q4 		$133K Hold
1,249
– – 0.05% 216
2024
Q3 		$136K Buy
1,249
+72
+6% +$7.76K 0.06% 209
2024
Q2 		$125K Buy
1,177
+240
+26% +$25.6K 0.06% 201
2024
Q1 		$101K Sell
937
-17
-2% -$1.83K 0.05% 214
2023
Q4 		$103K Buy
954
+737
+340% +$77K 0.05% 217
2023
Q3 		$22.3K Buy
217
+184
+558% +$19.4K 0.01% 424
2023
Q2 		$3.52K Hold
33
– – ﹤0.01% 710
2023
Q1 		$3.56K Buy
+33
New +$3.53K ﹤0.01% 737

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

Cape Investment Advisory's MUB Position: Q2 2026 in Review

Cape Investment Advisory increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, buying an estimated $24.4K and bringing the position to 2,338 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #203.

Cape Investment Advisory first reported a position in MUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $264K in Q2 2025. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cape Investment Advisory held 2,338 shares of iShares National Muni Bond ETF worth $252K as of Q2 2026.
  • Cape Investment Advisory bought 228 iShares National Muni Bond ETF shares in Q2 2026, an estimated $24.4K.
  • iShares National Muni Bond ETF made up 0.07% of Cape Investment Advisory's portfolio in Q2 2026, its #203 holding.
  • Cape Investment Advisory first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's iShares National Muni Bond ETF position peaked at $264K in Q2 2025.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.