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

Capital Advisors Ltd’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 		$1.64M Buy
15,197
+4,177
+38% +$447K 0.17% 91
2026
Q1 		$1.17M Buy
11,020
+1,382
+14% +$149K 0.13% 105
2025
Q4 		$1.03M Buy
9,638
+351
+4% +$37.6K 0.12% 113
2025
Q3 		$989K Buy
9,287
+131
+1% +$13.7K 0.11% 114
2025
Q2 		$957K Sell
9,156
-254
-3% -$26.4K 0.12% 101
2025
Q1 		$992K Sell
9,410
-137
-1% -$14.6K 0.13% 99
2024
Q4 		$1.02M Buy
9,547
+7
+0.1% +$752 0.13% 97
2024
Q3 		$1.04M Buy
9,540
+5
+0.1% +$539 0.13% 101
2024
Q2 		$1.02M Buy
9,535
+852
+10% +$90.7K 0.13% 100
2024
Q1 		$934K Buy
8,683
+230
+3% +$24.8K 0.12% 106
2023
Q4 		$916K Hold
8,453
– – 0.13% 99
2023
Q3 		$867K Sell
8,453
-1,716
-17% -$181K 0.13% 95
2023
Q2 		$1.08M Hold
10,169
– – 0.16% 85
2023
Q1 		$1.1M Sell
10,169
-1,385
-12% -$148K 0.18% 78
2022
Q4 		$1.22M Sell
11,554
-303
-3% -$31.6K 0.21% 74
2022
Q3 		$1.22M Buy
11,857
+6,185
+109% +$658K 0.24% 70
2022
Q2 		$603K Buy
5,672
+882
+18% +$94.1K 0.11% 112
2022
Q1 		$525K Sell
4,790
-2,849
-37% -$322K 0.09% 128
2021
Q4 		$888K Buy
7,639
+2,854
+60% +$331K 0.14% 85
2021
Q3 		$556K Buy
4,785
+2
+0% +$234 0.1% 106
2021
Q2 		$561K Buy
4,783
+3
+0.1% +$351 0.1% 102
2021
Q1 		$555K Buy
4,780
+2
+0% +$233 0.1% 99
2020
Q4 		$560K Buy
4,778
+4
+0.1% +$465 0.12% 92
2020
Q3 		$554K Buy
4,774
+2
+0% +$232 0.14% 86
2020
Q2 		$551K Buy
4,772
+4
+0.1% +$454 0.15% 92
2020
Q1 		$539K Buy
4,768
+2
+0% +$228 0.17% 83
2019
Q4 		$543K Sell
4,766
-3,564
-43% -$406K 0.14% 86
2019
Q3 		$1.27M Buy
8,330
+4,121
+98% +$470K 0.35% 61
2019
Q2 		$476K Sell
4,209
-2,556
-38% -$286K 0.13% 87
2019
Q1 		$752K Sell
6,765
-16,440
-71% -$1.8M 0.2% 70
2018
Q4 		$2.53M Buy
23,205
+19,217
+482% +$2.07M 0.75% 30
2018
Q3 		$430K Hold
3,988
– – 0.12% 94
2018
Q2 		$435K Hold
3,988
– – 0.14% 83
2018
Q1 		$434K Sell
3,988
-1,466
-27% -$160K 0.14% 86
2017
Q4 		$604K Sell
5,454
-226
-4% -$25K 0.2% 68
2017
Q3 		$630K Hold
5,680
– – 0.22% 66
2017
Q2 		$625K Sell
5,680
-495
-8% -$54.4K 0.23% 63
2017
Q1 		$673K Sell
6,175
-56
-0.9% -$6.07K 0.26% 57
2016
Q4 		$674K Buy
6,231
+1,080
+21% +$118K 0.28% 55
2016
Q3 		$581K Hold
5,151
– – 0.26% 57
2016
Q2 		$587K Buy
5,151
+542
+12% +$61K 0.28% 51
2016
Q1 		$515K Hold
4,609
– – 0.26% 55
2015
Q4 		$510K Sell
4,609
-501
-10% -$55K 0.27% 56
2015
Q3 		$560K Hold
5,110
– – 0.31% 52
2015
Q2 		$553K Sell
5,110
-230
-4% -$25.1K 0.29% 51
2015
Q1 		$591K Hold
5,340
– – 0.31% 49
2014
Q4 		$589K Sell
5,340
-1,137
-18% -$125K 0.32% 47
2014
Q3 		$710K Hold
6,477
– – 0.4% 41
2014
Q2 		$704K Hold
6,477
– – 0.39% 42
2014
Q1 		$693K Hold
6,477
– – 0.41% 42
2013
Q4 		$672K Buy
+6,477
New +$676K 0.45% 38

Other funds holding MUB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Capital Advisors Ltd increased its iShares National Muni Bond ETF (MUB) stake by 38% in Q2 2026, buying an estimated $447K and bringing the position to 15,197 shares worth $1.64M. The position accounts for 0.17% of the portfolio, ranked #91.

Capital Advisors Ltd first reported a position in MUB in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.53M in Q4 2018. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Capital Advisors Ltd held 15,197 shares of iShares National Muni Bond ETF worth $1.64M as of Q2 2026.
  • Capital Advisors Ltd bought 4,177 iShares National Muni Bond ETF shares in Q2 2026, an estimated $447K.
  • iShares National Muni Bond ETF made up 0.17% of Capital Advisors Ltd's portfolio in Q2 2026, its #91 holding.
  • Capital Advisors Ltd first reported a position in iShares National Muni Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's iShares National Muni Bond ETF position peaked at $2.53M in Q4 2018.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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