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Dorato Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Dorato Capital Management’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 		$1.47M Hold
13,710
– – 0.99% 26
2026
Q1 		$1.46M Buy
13,710
+1,394
+11% +$150K 1.08% 23
2025
Q4 		$1.33M Buy
+12,316
New +$1.32M 1% 26

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dorato Capital Management's MUB Position: Q2 2026 in Review

Dorato Capital Management held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 13,710 shares worth $1.47M. The position accounts for 0.99% of the portfolio, ranked #26.

Dorato Capital Management first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 1,087 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Dorato Capital Management held 13,710 shares of iShares National Muni Bond ETF worth $1.47M as of Q2 2026.
  • Dorato Capital Management left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.99% of Dorato Capital Management's portfolio in Q2 2026, its #26 holding.
  • Dorato Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,087 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.