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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capstone Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 242,601 shares — an estimated $26M sold.

Capstone Investment Advisors first reported a position in MUB in Q3 2020 and held it in 8 quarters. The position peaked at $26M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Capstone Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Capstone Investment Advisors sold 242,601 iShares National Muni Bond ETF shares in Q1 2026, an estimated $26M.
Capstone Investment Advisors first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 8 quarters.
Capstone Investment Advisors's iShares National Muni Bond ETF position peaked at $26M in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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