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

Capital Advisors 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
2026
Q2 		$3.53M Sell
32,831
-1,663
-5% -$178K 0.42% 50
2026
Q1 		$3.66M Buy
34,494
+274
+0.8% +$29.5K 0.49% 45
2025
Q4 		$3.67M Sell
34,220
-9,529
-22% -$1.02M 0.5% 48
2025
Q3 		$4.66M Sell
43,749
-2,094
-5% -$219K 0.66% 39
2025
Q2 		$4.79M Buy
45,843
+7,651
+20% +$795K 0.75% 37
2025
Q1 		$4.03M Buy
38,192
+2,727
+8% +$290K 0.71% 36
2024
Q4 		$3.78M Sell
35,465
-1,817
-5% -$195K 0.67% 36
2024
Q3 		$4.05M Buy
37,282
+1,625
+5% +$175K 0.75% 34
2024
Q2 		$3.8M Buy
35,657
+1,480
+4% +$158K 0.75% 34
2024
Q1 		$3.68M Sell
34,177
-1,924
-5% -$208K 0.76% 32
2023
Q4 		$3.91M Sell
36,101
-5,068
-12% -$530K 0.89% 27
2023
Q3 		$4.22M Sell
41,169
-758
-2% -$80K 1.1% 24
2023
Q2 		$4.47M Buy
41,927
+45
+0.1% +$4.81K 1.14% 21
2023
Q1 		$4.51M Buy
41,882
+2,973
+8% +$318K 1.25% 22
2022
Q4 		$4.11M Sell
38,909
-1,007
-3% -$105K 1.24% 22
2022
Q3 		$4.09M Sell
39,916
-1,955
-5% -$208K 1.36% 23
2022
Q2 		$4.45M Buy
41,871
+1,104
+3% +$118K 1.45% 21
2022
Q1 		$4.47M Buy
40,767
+1,308
+3% +$148K 1.37% 24
2021
Q4 		$4.59M Buy
39,459
+3,727
+10% +$433K 1.39% 25
2021
Q3 		$4.15M Buy
35,732
+3,288
+10% +$385K 1.47% 24
2021
Q2 		$3.8M Buy
32,444
+3,729
+13% +$436K 1.41% 21
2021
Q1 		$3.33M Buy
+28,715
New +$3.35M 1.44% 23

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

Capital Advisors Wealth Management's MUB Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 4.8% in Q2 2026, selling an estimated $178K and leaving 32,831 shares worth $3.53M. The position accounts for 0.42% of the portfolio, ranked #50.

Capital Advisors Wealth Management first reported a position in MUB in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.79M in Q2 2025. 1,639 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Capital Advisors Wealth Management held 32,831 shares of iShares National Muni Bond ETF worth $3.53M as of Q2 2026.
  • Capital Advisors Wealth Management sold 1,663 iShares National Muni Bond ETF shares in Q2 2026, an estimated $178K.
  • iShares National Muni Bond ETF made up 0.42% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Capital Advisors Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Capital Advisors Wealth Management's iShares National Muni Bond ETF position peaked at $4.79M in Q2 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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