Capital Management Associates Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Capital Management Associates Inc’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	$2.78M	Buy	25,834 +252	+1%	+$26.9K	0.56%	32
2026 Q1	$2.72M	Buy	25,582 +195	+0.8%	+$21K	0.61%	26
2025 Q4	$2.72M	Buy	25,387 +1,345	+6%	+$144K	0.6%	26
2025 Q3	$2.56M	Sell	24,042 -10,875	-31%	-$1.14M	0.69%	21
2025 Q2	$3.65M	Sell	34,917 -34,897	-50%	-$3.63M	1.16%	17
2025 Q1	$7.36M	Buy	69,814 +45,080	+182%	+$4.79M	1.67%	13
2024 Q4	$2.64M	Buy	24,734 +3,431	+16%	+$369K	0.99%	18
2024 Q3	$2.31M	Buy	+21,303	New	+$2.3M	0.95%	19
2024 Q1	–	Sell	-432	Closed	-$1.88M	–	88
2023 Q4	$1.88M	Buy	+432	New	+$45.1K	1.1%	15

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

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Capital Management Associates Inc's MUB Position: Q2 2026 in Review

Capital Management Associates Inc increased its iShares National Muni Bond ETF (MUB) stake by 0.99% in Q2 2026, buying an estimated $26.9K and bringing the position to 25,834 shares worth $2.78M. The position accounts for 0.56% of the portfolio, ranked #32.

Capital Management Associates Inc first reported a position in MUB in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.36M in Q1 2025. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Capital Management Associates Inc held 25,834 shares of iShares National Muni Bond ETF worth $2.78M as of Q2 2026.
Capital Management Associates Inc bought 252 iShares National Muni Bond ETF shares in Q2 2026, an estimated $26.9K.
iShares National Muni Bond ETF made up 0.56% of Capital Management Associates Inc's portfolio in Q2 2026, its #32 holding.
Capital Management Associates Inc first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 9 quarters since.
Capital Management Associates Inc's iShares National Muni Bond ETF position peaked at $7.36M in Q1 2025.
480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.