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

Capital A Wealth 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
2025
Q2 		$2.17K Sell
20
-2,698
-99% -$281K 0.02% 319
2025
Q1 		$287K Sell
2,718
-597
-18% -$63.5K 0.3% 40
2024
Q4 		$353K Buy
+3,315
New +$356K 0.59% 37

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Capital A Wealth Management's MUB Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 99% in Q2 2025, selling an estimated $281K and leaving 20 shares worth $2.17K. The position accounts for 0.02% of the portfolio, ranked #319.

Capital A Wealth Management first reported a position in MUB in Q4 2024 and has held it in 3 quarters since. The position peaked at $353K in Q4 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Capital A Wealth Management held 20 shares of iShares National Muni Bond ETF worth $2.17K as of Q2 2025.
  • Capital A Wealth Management sold 2,698 iShares National Muni Bond ETF shares in Q2 2025, an estimated $281K.
  • iShares National Muni Bond ETF made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #319 holding.
  • Capital A Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's iShares National Muni Bond ETF position peaked at $353K in Q4 2024.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.