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

Capital Investment Advisors’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 		$1.78M Sell
16,782
-175
-1% -$18.8K 0.03% 251
2025
Q4 		$1.82M Sell
16,957
-4
-0% -$428 0.03% 246
2025
Q3 		$1.81M Buy
16,961
+514
+3% +$53.8K 0.03% 247
2025
Q2 		$1.72M Sell
16,447
-4
-0% -$416 0.03% 249
2025
Q1 		$1.73M Sell
16,451
-157
-0.9% -$16.7K 0.03% 237
2024
Q4 		$1.77M Buy
16,608
+17
+0.1% +$1.83K 0.04% 225
2024
Q3 		$1.8M Sell
16,591
-711
-4% -$76.6K 0.04% 226
2024
Q2 		$1.84M Buy
17,302
+581
+3% +$61.9K 0.04% 205
2024
Q1 		$1.8M Sell
16,721
-1,353
-7% -$146K 0.04% 206
2023
Q4 		$1.96M Sell
18,074
-1,983
-10% -$207K 0.05% 187
2023
Q3 		$2.06M Buy
20,057
+500
+3% +$52.7K 0.06% 184
2023
Q2 		$2.09M Sell
19,557
-547
-3% -$58.5K 0.06% 160
2023
Q1 		$2.17M Sell
20,104
-1,381
-6% -$148K 0.06% 162
2022
Q4 		$2.27M Sell
21,485
-641
-3% -$66.8K 0.07% 163
2022
Q3 		$2.27M Sell
22,126
-2,880
-12% -$306K 0.08% 158
2022
Q2 		$2.66M Sell
25,006
-932
-4% -$99.5K 0.09% 152
2022
Q1 		$2.84M Sell
25,938
-293
-1% -$33.1K 0.09% 154
2021
Q4 		$3.05M Sell
26,231
-102
-0.4% -$11.8K 0.09% 142
2021
Q3 		$3.06M Buy
26,333
+9
+0% +$1.05K 0.1% 140
2021
Q2 		$3.08M Buy
26,324
+694
+3% +$81.1K 0.11% 142
2021
Q1 		$2.97M Sell
25,630
-1,516
-6% -$177K 0.11% 136
2020
Q4 		$3.18M Buy
27,146
+347
+1% +$40.3K 0.13% 119
2020
Q3 		$3.11M Buy
26,799
+368
+1% +$42.8K 0.15% 108
2020
Q2 		$3.05M Sell
26,431
-28
-0.1% -$3.18K 0.16% 108
2020
Q1 		$2.99M Sell
26,459
-1,607
-6% -$183K 0.19% 104
2019
Q4 		$3.2M Buy
28,066
+207
+0.7% +$23.6K 0.15% 118
2019
Q3 		$3.18M Buy
27,859
+1,020
+4% +$116K 0.17% 119
2019
Q2 		$3.04M Sell
26,839
-1,052
-4% -$118K 0.17% 115
2019
Q1 		$3.1M Buy
27,891
+1,484
+6% +$163K 0.18% 108
2018
Q4 		$2.88M Sell
26,407
-2,357
-8% -$254K 0.19% 103
2018
Q3 		$3.1M Sell
28,764
-1,046
-4% -$114K 0.18% 104
2018
Q2 		$3.25M Sell
29,810
-2,711
-8% -$294K 0.2% 98
2018
Q1 		$3.54M Sell
32,521
-367
-1% -$40K 0.23% 92
2017
Q4 		$3.64M Buy
32,888
+773
+2% +$85.5K 0.24% 93
2017
Q3 		$3.56M Buy
32,115
+1,079
+3% +$120K 0.24% 92
2017
Q2 		$3.42M Sell
31,036
-1,273
-4% -$140K 0.24% 92
2017
Q1 		$3.52M Buy
32,309
+543
+2% +$58.9K 0.27% 86
2016
Q4 		$3.44M Sell
31,766
-1,902
-6% -$208K 0.29% 73
2016
Q3 		$3.8M Buy
33,668
+133
+0.4% +$15.1K 0.33% 66
2016
Q2 		$3.82M Buy
33,535
+338
+1% +$38K 0.36% 61
2016
Q1 		$3.71M Buy
33,197
+696
+2% +$77.5K 0.36% 62
2015
Q4 		$3.6M Buy
32,501
+3,639
+13% +$399K 0.37% 61
2015
Q3 		$3.16M Buy
28,862
+2,914
+11% +$317K 0.35% 63
2015
Q2 		$2.81M Buy
25,948
+2,007
+8% +$219K 0.3% 80
2015
Q1 		$2.65M Buy
23,941
+3,924
+20% +$434K 0.28% 83
2014
Q4 		$2.21M Buy
20,017
+1,550
+8% +$170K 0.24% 97
2014
Q3 		$2.02M Buy
18,467
+636
+4% +$69.4K 0.23% 103
2014
Q2 		$1.94M Buy
17,831
+621
+4% +$67.2K 0.22% 112
2014
Q1 		$1.84M Sell
17,210
-654
-4% -$69.4K 0.23% 106
2013
Q4 		$1.85M Buy
+17,864
New +$1.86M 0.25% 100

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 Investment Advisors's MUB Position: Q1 2026 in Review

Capital Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 1% in Q1 2026, selling an estimated $18.8K and leaving 16,782 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #251.

Capital Investment Advisors first reported a position in MUB in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.82M in Q2 2016. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Capital Investment Advisors held 16,782 shares of iShares National Muni Bond ETF worth $1.78M as of Q1 2026.
  • Capital Investment Advisors sold 175 iShares National Muni Bond ETF shares in Q1 2026, an estimated $18.8K.
  • iShares National Muni Bond ETF made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #251 holding.
  • Capital Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's iShares National Muni Bond ETF position peaked at $3.82M in Q2 2016.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.