CoreCap Advisors
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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
Q3 		$1.26M Buy
12,450
+3,080
+33% +$323K 0.04% 338
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CoreCap Advisors's MUB Position: Q3 2026 in Review

CoreCap Advisors increased its iShares National Muni Bond ETF (MUB) stake by 33% in Q3 2026, buying an estimated $323K and bringing the position to 12,450 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #338.

CoreCap Advisors first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.94M in Q3 2022. 468 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • CoreCap Advisors held 12,450 shares of iShares National Muni Bond ETF worth $1.26M as of Q3 2026.
  • CoreCap Advisors bought 3,080 iShares National Muni Bond ETF shares in Q3 2026, an estimated $323K.
  • iShares National Muni Bond ETF made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #338 holding.
  • CoreCap Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares National Muni Bond ETF position peaked at $1.94M in Q3 2022.
  • 468 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.