Capital Advisors Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Capital Advisors Inc’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	$273K	Sell	2,540 -60	-2%	-$6.42K	﹤0.01%	318
2026 Q1	$276K	Buy	2,600 +730	+39%	+$78.5K	﹤0.01%	303
2025 Q4	$200K	Buy	+1,870	New	+$200K	﹤0.01%	330
2025 Q3	–	Sell	-2,315	Closed	-$242K	–	355
2025 Q2	$242K	Buy	+2,315	New	+$241K	﹤0.01%	287
2024 Q2	–	Sell	-2,310	Closed	-$249K	–	319
2024 Q1	$249K	Buy	+2,310	New	+$249K	0.01%	265

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 22.96% 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

Capital Advisors Inc's MUB Position: Q2 2026 in Review

Capital Advisors Inc reduced its iShares National Muni Bond ETF (MUB) stake by 2.3% in Q2 2026, selling an estimated $6.42K and leaving 2,540 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Capital Advisors Inc first reported a position in MUB in Q1 2024 and has held it in 5 quarters since. The position peaked at $276K in Q1 2026. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Capital Advisors Inc held 2,540 shares of iShares National Muni Bond ETF worth $273K as of Q2 2026.
Capital Advisors Inc sold 60 iShares National Muni Bond ETF shares in Q2 2026, an estimated $6.42K.
iShares National Muni Bond ETF made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #318 holding.
Capital Advisors Inc first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 5 quarters since.
Capital Advisors Inc's iShares National Muni Bond ETF position peaked at $276K in Q1 2026.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.