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Capstone Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Capstone Financial 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 		$1.72M Sell
16,175
-3,069
-16% -$330K 0.09% 49
2025
Q4 		$2.06M Buy
19,244
+280
+1% +$30K 0.11% 46
2025
Q3 		$2.02M Buy
18,964
+236
+1% +$24.7K 0.11% 47
2025
Q2 		$1.96M Sell
18,728
-626
-3% -$65.1K 0.11% 42
2025
Q1 		$2.04M Sell
19,354
-57
-0.3% -$6.06K 0.13% 43
2024
Q4 		$2.07M Sell
19,411
-302
-2% -$32.4K 0.13% 39
2024
Q3 		$2.14M Buy
19,713
+246
+1% +$26.5K 0.13% 38
2024
Q2 		$2.07M Sell
19,467
-852
-4% -$90.7K 0.14% 37
2024
Q1 		$2.19M Sell
20,319
-1,455
-7% -$157K 0.15% 36
2023
Q4 		$2.36M Sell
21,774
-884
-4% -$92.4K 0.17% 34
2023
Q3 		$2.32M Buy
22,658
+153
+0.7% +$16.1K 0.18% 32
2023
Q2 		$2.4M Sell
22,505
-245
-1% -$26.2K 0.18% 32
2023
Q1 		$2.45M Sell
22,750
-177
-0.8% -$18.9K 0.19% 32
2022
Q4 		$2.42M Buy
22,927
+2,888
+14% +$301K 0.2% 31
2022
Q3 		$2.06M Buy
20,039
+14,765
+280% +$1.57M 0.19% 31
2022
Q2 		$561K Buy
+5,274
New +$563K 0.05% 71

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

Capstone Financial Advisors's MUB Position: Q1 2026 in Review

Capstone Financial Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 16% in Q1 2026, selling an estimated $330K and leaving 16,175 shares worth $1.72M. The position accounts for 0.09% of the portfolio, ranked #49.

Capstone Financial Advisors first reported a position in MUB in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.45M in Q1 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Capstone Financial Advisors held 16,175 shares of iShares National Muni Bond ETF worth $1.72M as of Q1 2026.
  • Capstone Financial Advisors sold 3,069 iShares National Muni Bond ETF shares in Q1 2026, an estimated $330K.
  • iShares National Muni Bond ETF made up 0.09% of Capstone Financial Advisors's portfolio in Q1 2026, its #49 holding.
  • Capstone Financial Advisors first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Capstone Financial Advisors's iShares National Muni Bond ETF position peaked at $2.45M in Q1 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.