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Capital Investment Counsel (Colorado)’s iShares National Muni Bond ETF MUB Stock Holding History

Capital Investment Counsel (Colorado)’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 		– Sell
-3,445
Closed -$366K – 161
2026
Q1 		$366K Buy
+3,445
New +$370K 0.05% 121
2024
Q2 		– Sell
-2,011
Closed -$216K – 139
2024
Q1 		$216K Buy
+2,011
New +$217K 0.05% 127

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s MUB Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 3,445 shares — an estimated $366K sold.

Capital Investment Counsel (Colorado) first reported a position in MUB in Q1 2024 and held it in 2 quarters. The position peaked at $366K in Q1 2026. 1,233 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Capital Investment Counsel (Colorado) reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Counsel (Colorado) sold 3,445 iShares National Muni Bond ETF shares in Q2 2026, an estimated $366K.
  • Capital Investment Counsel (Colorado) first reported a position in iShares National Muni Bond ETF in Q1 2024 and held it in 2 quarters.
  • Capital Investment Counsel (Colorado)'s iShares National Muni Bond ETF position peaked at $366K in Q1 2026.
  • 1,233 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.