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

CoreCap 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 		$1.01M Buy
9,370
+1,095
+13% +$117K 0.03% 386
2026
Q1 		$878K Sell
8,275
-122
-1% -$13.1K 0.03% 390
2025
Q4 		$899K Sell
8,397
-2,346
-22% -$251K 0.03% 393
2025
Q3 		$1.14M Buy
10,743
+2,658
+33% +$278K 0.04% 343
2025
Q2 		$845K Sell
8,085
-29
-0.4% -$3.02K 0.03% 386
2025
Q1 		$856K Sell
8,114
-9,712
-54% -$1.03M 0.04% 366
2024
Q4 		$1.9M Buy
17,826
+9,808
+122% +$1.05M 0.09% 218
2024
Q3 		$871K Buy
+8,018
New +$864K 0.04% 342
2024
Q2 		– Sell
-7,078
Closed -$762K – 2238
2024
Q1 		$762K Sell
7,078
-304
-4% -$32.8K 0.04% 335
2023
Q4 		$800K Sell
7,382
-2,140
-22% -$224K 0.05% 272
2023
Q3 		$976K Sell
9,522
-1,817
-16% -$192K 0.07% 235
2023
Q2 		$1.21M Buy
+11,339
New +$1.21M 0.09% 221
2022
Q4 		$1.12M Sell
10,647
-8,215
-44% -$856K 0.08% 231
2022
Q3 		$1.94M Buy
18,862
+4,136
+28% +$440K 0.16% 114
2022
Q2 		$1.57M Sell
14,726
-697
-5% -$74.4K 0.12% 133
2022
Q1 		$1.69M Buy
15,423
+1,017
+7% +$115K 0.12% 144
2021
Q4 		$1.68M Buy
+14,406
New +$1.67M 0.11% 145

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
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
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
FG
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

CoreCap Advisors's MUB Position: Q2 2026 in Review

CoreCap Advisors increased its iShares National Muni Bond ETF (MUB) stake by 13% in Q2 2026, buying an estimated $117K and bringing the position to 9,370 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #386.

CoreCap Advisors first reported a position in MUB in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.94M in Q3 2022. 494 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • CoreCap Advisors held 9,370 shares of iShares National Muni Bond ETF worth $1.01M as of Q2 2026.
  • CoreCap Advisors bought 1,095 iShares National Muni Bond ETF shares in Q2 2026, an estimated $117K.
  • iShares National Muni Bond ETF made up 0.03% of CoreCap Advisors's portfolio in Q2 2026, its #386 holding.
  • CoreCap Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's iShares National Muni Bond ETF position peaked at $1.94M in Q3 2022.
  • 494 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.