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Capital Insight Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Capital Insight Partners’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
Q1 		– Sell
-131,357
Closed -$14.1M – 71
2025
Q4 		$14.1M Sell
131,357
-16,479
-11% -$1.76M 2.98% 8
2025
Q3 		$15.7M Sell
147,836
-111,016
-43% -$11.6M 2.61% 8
2025
Q2 		$27M Sell
258,852
-8,884
-3% -$924K 4.7% 2
2025
Q1 		$28.2M Buy
267,736
+11,760
+5% +$1.25M 4.93% 2
2024
Q4 		$27.3M Buy
255,976
+5,698
+2% +$612K 4.71% 3
2024
Q3 		$27.2M Buy
250,278
+10,343
+4% +$1.11M 4.76% 3
2024
Q2 		$25.6M Sell
239,935
-4,985
-2% -$531K 4.82% 3
2024
Q1 		$26.4M Buy
244,920
+11,180
+5% +$1.21M 4.92% 3
2023
Q4 		$25.3M Buy
233,740
+6,310
+3% +$659K 5.18% 3
2023
Q3 		$23.3M Buy
227,430
+7,378
+3% +$778K 5.3% 2
2023
Q2 		$23.5M Buy
220,052
+49,581
+29% +$5.3M 5.25% 3
2023
Q1 		$18.4M Buy
170,471
+11,394
+7% +$1.22M 4.32% 4
2022
Q4 		$16.8M Sell
159,077
-6,838
-4% -$713K 4.35% 3
2022
Q3 		$17M Buy
165,915
+13,453
+9% +$1.43M 4.59% 3
2022
Q2 		$16.2M Buy
152,462
+43,051
+39% +$4.59M 3.79% 3
2022
Q1 		$12M Buy
109,411
+3,916
+4% +$442K 2.45% 7
2021
Q4 		$12.3M Buy
105,495
+10,446
+11% +$1.21M 2.5% 6
2021
Q3 		$11M Buy
95,049
+14,518
+18% +$1.7M 2.4% 6
2021
Q2 		$9.44M Buy
80,531
+12,095
+18% +$1.41M 2.13% 7
2021
Q1 		$7.94M Sell
68,436
-7,856
-10% -$916K 1.93% 8
2020
Q4 		$8.94M Buy
76,292
+2,404
+3% +$279K 2.25% 7
2020
Q3 		$8.57M Sell
73,888
-907
-1% -$105K 2.41% 5
2020
Q2 		$8.63M Buy
74,795
+515
+0.7% +$58.5K 2.72% 5
2020
Q1 		$8.39M Sell
74,280
-12,760
-15% -$1.46M 4.43% 4
2019
Q4 		$9.91M Buy
+87,040
New +$9.91M 4.55% 3

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Insight Partners's MUB Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 131,357 shares — an estimated $14.1M sold.

Capital Insight Partners first reported a position in MUB in Q4 2019 and held it in 25 quarters. The position peaked at $28.2M in Q1 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Capital Insight Partners reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 131,357 iShares National Muni Bond ETF shares in Q1 2026, an estimated $14.1M.
  • Capital Insight Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 25 quarters.
  • Capital Insight Partners's iShares National Muni Bond ETF position peaked at $28.2M in Q1 2025.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.