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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
Q3 		$806K Sell
7,973
-24,858
-76% -$2.61M 0.09% 116
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

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Capital Advisors Wealth Management's MUB Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 76% in Q3 2026, selling an estimated $2.61M and leaving 7,973 shares worth $806K. The position accounts for 0.09% of the portfolio, ranked #116.

Capital Advisors Wealth Management first reported a position in MUB in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.79M in Q2 2025. 103 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Capital Advisors Wealth Management held 7,973 shares of iShares National Muni Bond ETF worth $806K as of Q3 2026.
  • Capital Advisors Wealth Management sold 24,858 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.61M.
  • iShares National Muni Bond ETF made up 0.09% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #116 holding.
  • Capital Advisors Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Capital Advisors Wealth Management's iShares National Muni Bond ETF position peaked at $4.79M in Q2 2025.
  • 103 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.