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

Capstone 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 Q2	$20.1M	Buy	+187,001	New	+$20M	0.04%	211
2026 Q1	–	Sell	-242,601	Closed	-$26M	–	1769
2025 Q4	$26M	Buy	242,601 +135,000	+125%	+$14.5M	0.05%	150
2025 Q3	$11.5M	Buy	+107,601	New	+$11.3M	0.02%	294
2024 Q4	–	Sell	-69,601	Closed	-$7.56M	–	1960
2024 Q3	$7.56M	Buy	+69,601	New	+$7.5M	0.02%	358
2024 Q1	–	Sell	-121,001	Closed	-$13.1M	–	2474
2023 Q4	$13.1M	Buy	+121,001	New	+$12.6M	0.04%	287
2022 Q1	–	Sell	-72,900	Closed	-$8.48M	–	2124
2021 Q4	$8.48M	Buy	+72,900	New	+$8.46M	0.01%	668
2021 Q3	–	Sell	-86,900	Closed	-$10.2M	–	2050
2021 Q2	$10.2M	Buy	+86,900	New	+$10.2M	0.02%	531
2021 Q1	–	Sell	-192,645	Closed	-$22.6M	–	1870
2020 Q4	$22.6M	Buy	192,645 +69,199	+56%	+$8.04M	0.08%	222
2020 Q3	$14.3M	Buy	+123,446	New	+$14.3M	0.07%	235

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Capstone Investment Advisors's MUB Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 187,001 shares worth $20.1M. The stake represents 0.04% of the portfolio and ranks #211 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in MUB as recently as Q4 2025.

Capstone Investment Advisors first reported a position in MUB in Q3 2020 and has held it in 9 quarters since. The position peaked at $26M in Q4 2025. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Capstone Investment Advisors held 187,001 shares of iShares National Muni Bond ETF worth $20.1M as of Q2 2026.
iShares National Muni Bond ETF was a new Capstone Investment Advisors position in Q2 2026.
iShares National Muni Bond ETF made up 0.04% of Capstone Investment Advisors's portfolio in Q2 2026, its #211 holding.
Capstone Investment Advisors first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 9 quarters since.
Capstone Investment Advisors's iShares National Muni Bond ETF position peaked at $26M in Q4 2025.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.