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

Capital Investment Advisory Services’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	$260K	Buy	2,419 +10	+0.4%	+$1.07K	0.02%	632
2026 Q1	$256K	Buy	2,409 +422	+21%	+$45.4K	0.02%	563
2025 Q4	$213K	Sell	1,987 -65	-3%	-$6.96K	0.02%	593
2025 Q3	$219K	Buy	2,052 +107	+6%	+$11.2K	0.02%	561
2025 Q2	$203K	Sell	1,945 -800	-29%	-$83.2K	0.02%	559
2025 Q1	$289K	Sell	2,745 -4,959	-64%	-$527K	0.03%	443
2024 Q4	$821K	Sell	7,704 -2,308	-23%	-$248K	0.08%	216
2024 Q3	$1.09M	Sell	10,012 -2,122	-17%	-$229K	0.1%	191
2024 Q2	$1.29M	Sell	12,134 -1,928	-14%	-$205K	0.13%	159
2024 Q1	$1.51M	Buy	14,062 +1,484	+12%	+$160K	0.16%	146
2023 Q4	$1.36M	Sell	12,578 -2,324	-16%	-$243K	0.13%	152
2023 Q3	$1.53M	Sell	14,902 -398	-3%	-$42K	0.15%	120
2023 Q2	$1.63M	Buy	15,300 +6,775	+79%	+$724K	0.16%	111
2023 Q1	$919K	Sell	8,525 -1,964	-19%	-$210K	0.11%	173
2022 Q4	$1.11M	Buy	10,489 +3,370	+47%	+$351K	0.13%	149
2022 Q3	$730K	Sell	7,119 -766	-10%	-$81.4K	0.09%	188
2022 Q2	$839K	Sell	7,885 -356	-4%	-$38K	0.1%	171
2022 Q1	$903K	Sell	8,241 -655	-7%	-$73.9K	0.1%	189
2021 Q4	$1.03M	Sell	8,896 -451	-5%	-$52.4K	0.12%	173
2021 Q3	$1.09M	Sell	9,347 -3,897	-29%	-$457K	0.14%	149
2021 Q2	$1.55M	Sell	13,244 -2,956	-18%	-$345K	0.2%	105
2021 Q1	$1.88M	Sell	16,200 -204,369	-93%	-$23.8M	0.27%	85
2020 Q4	$25.9M	Buy	220,569 +82,796	+60%	+$9.62M	3.84%	1
2020 Q3	$16M	Buy	137,773 +717	+0.5%	+$83.3K	3.01%	3
2020 Q2	$15.8M	Buy	137,056 +120,412	+723%	+$13.7M	3.2%	4
2020 Q1	$1.88M	Buy	16,644 +6,680	+67%	+$763K	0.46%	49
2019 Q4	$1.14M	Sell	9,964 -1,105	-10%	-$126K	0.3%	70
2019 Q3	$1.26M	Buy	11,069 +586	+6%	+$66.9K	0.35%	56
2019 Q2	$1.19M	Hold	10,483	–	–	0.36%	52
2019 Q1	$1.17M	Buy	10,483 +459	+5%	+$50.3K	0.43%	43
2018 Q4	$1.09M	Buy	10,024 +634	+7%	+$68.2K	0.47%	43
2018 Q3	$1.01M	Sell	9,390 -154	-2%	-$16.7K	0.48%	51
2018 Q2	$1.04M	Buy	9,544 +401	+4%	+$43.5K	0.52%	45
2018 Q1	$996K	Buy	9,143 +1,159	+15%	+$126K	0.56%	35
2017 Q4	$884K	Buy	7,984 +373	+5%	+$41.3K	0.52%	40
2017 Q3	$844K	Buy	7,611 +395	+5%	+$43.8K	0.52%	43
2017 Q2	$795K	Sell	7,216 -1,061	-13%	-$117K	0.52%	47
2017 Q1	$902K	Buy	8,277 +925	+13%	+$100K	0.66%	35
2016 Q4	$795K	Buy	+7,352	New	+$805K	0.69%	41

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Capital Investment Advisory Services's MUB Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares National Muni Bond ETF (MUB) stake by 0.42% in Q2 2026, buying an estimated $1.07K and bringing the position to 2,419 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #632.

Capital Investment Advisory Services first reported a position in MUB in Q4 2016 and has held it in 39 quarters since. The position peaked at $25.9M in Q4 2020. 535 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Capital Investment Advisory Services held 2,419 shares of iShares National Muni Bond ETF worth $260K as of Q2 2026.
Capital Investment Advisory Services bought 10 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.07K.
iShares National Muni Bond ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #632 holding.
Capital Investment Advisory Services first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 39 quarters since.
Capital Investment Advisory Services's iShares National Muni Bond ETF position peaked at $25.9M in Q4 2020.
535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.