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

Fairview Capital Investment 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 Q1	$5.75M	Sell	54,150 -2,400	-4%	-$258K	0.31%	54
2025 Q4	$6.06M	Hold	56,550	–	–	0.31%	48
2025 Q3	$6.02M	Buy	56,550 +875	+2%	+$91.6K	0.31%	48
2025 Q2	$5.82M	Buy	55,675 +43,925	+374%	+$4.57M	0.3%	49
2025 Q1	$1.24M	Buy	11,750 +1,425	+14%	+$152K	0.07%	83
2024 Q4	$1.1M	Sell	10,325 -40,122	-80%	-$4.31M	0.06%	86
2024 Q3	$5.48M	Hold	50,447	–	–	0.3%	52
2024 Q2	$5.38M	Buy	50,447 +300	+0.6%	+$32K	0.3%	53
2024 Q1	$5.4M	Buy	50,147 +37,450	+295%	+$4.04M	0.3%	53
2023 Q4	$1.38M	Sell	12,697 -2,928	-19%	-$306K	0.08%	82
2023 Q3	$1.6M	Hold	15,625	–	–	0.1%	76
2023 Q2	$1.67M	Sell	15,625 -2,750	-15%	-$294K	0.11%	75
2023 Q1	$1.98M	Buy	18,375 +5,050	+38%	+$540K	0.13%	73
2022 Q4	$1.41M	Sell	13,325 -8,375	-39%	-$873K	0.1%	77
2022 Q3	$2.23M	Sell	21,700 -16,475	-43%	-$1.75M	0.16%	64
2022 Q2	$4.06M	Sell	38,175 -750	-2%	-$80K	0.28%	53
2022 Q1	$4.27M	Hold	38,925	–	–	0.27%	54
2021 Q4	$4.53M	Hold	38,925	–	–	0.29%	51
2021 Q3	$4.52M	Hold	38,925	–	–	0.31%	50
2021 Q2	$4.56M	Hold	38,925	–	–	0.31%	49
2021 Q1	$4.52M	Sell	38,925 -1,000	-3%	-$117K	0.16%	76
2020 Q4	$4.68M	Sell	39,925 -450	-1%	-$52.3K	0.19%	65
2020 Q3	$4.68M	Hold	40,375	–	–	0.22%	58
2020 Q2	$4.66M	Hold	40,375	–	–	0.23%	52
2020 Q1	$4.56M	Sell	40,375 -500	-1%	-$57.1K	0.27%	49
2019 Q4	$4.66M	Hold	40,875	–	–	0.23%	51
2019 Q3	$4.66M	Hold	40,875	–	–	0.23%	55
2019 Q2	$4.62M	Hold	40,875	–	–	0.23%	53
2019 Q1	$4.54M	Sell	40,875 -1,450	-3%	-$159K	0.24%	53
2018 Q4	$4.62M	Sell	42,325 -5,050	-11%	-$543K	0.27%	52
2018 Q3	$5.11M	Sell	47,375 -1,050	-2%	-$114K	0.29%	45
2018 Q2	$5.28M	Buy	48,425 +3,750	+8%	+$407K	0.31%	43
2018 Q1	$4.87M	Buy	44,675 +10,550	+31%	+$1.15M	0.31%	41
2017 Q4	$3.78M	Sell	34,125 -400	-1%	-$44.3K	0.23%	47
2017 Q3	$3.83M	Sell	34,525 -2,400	-6%	-$266K	0.24%	44
2017 Q2	$4.07M	Sell	36,925 -3,350	-8%	-$368K	0.27%	42
2017 Q1	$4.39M	Sell	40,275 -3,000	-7%	-$325K	0.31%	41
2016 Q4	$4.68M	Buy	43,275 +2,300	+6%	+$252K	0.35%	39
2016 Q3	$4.62M	Sell	40,975 -50	-0.1%	-$5.67K	0.35%	38
2016 Q2	$4.67M	Hold	41,025	–	–	0.38%	36
2016 Q1	$4.58M	Buy	41,025 +725	+2%	+$80.7K	0.38%	35
2015 Q4	$4.46M	Buy	40,300 +600	+2%	+$65.8K	0.38%	37
2015 Q3	$4.35M	Sell	39,700 -200	-0.5%	-$21.8K	0.38%	35
2015 Q2	$4.32M	Buy	39,900 +3,500	+10%	+$381K	0.36%	34
2015 Q1	$4.03M	Buy	36,400 +3,100	+9%	+$343K	0.32%	36
2014 Q4	$3.67M	Buy	33,300 +1,100	+3%	+$121K	0.29%	36
2014 Q3	$3.53M	Buy	32,200 +6,000	+23%	+$654K	0.29%	33
2014 Q2	$2.85M	Buy	26,200 +6,100	+30%	+$660K	0.23%	39
2014 Q1	$2.15M	Buy	20,100 +3,300	+20%	+$350K	0.18%	40
2013 Q4	$1.74M	Buy	+16,800	New	+$1.75M	0.15%	41

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

Fairview Capital Investment Management's MUB Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its iShares National Muni Bond ETF (MUB) stake by 4.2% in Q1 2026, selling an estimated $258K and leaving 54,150 shares worth $5.75M. The position accounts for 0.31% of the portfolio, ranked #54.

Fairview Capital Investment Management first reported a position in MUB in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.06M in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Fairview Capital Investment Management held 54,150 shares of iShares National Muni Bond ETF worth $5.75M as of Q1 2026.
Fairview Capital Investment Management sold 2,400 iShares National Muni Bond ETF shares in Q1 2026, an estimated $258K.
iShares National Muni Bond ETF made up 0.31% of Fairview Capital Investment Management's portfolio in Q1 2026, its #54 holding.
Fairview Capital Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2013 and has held it in 50 quarters since.
Fairview Capital Investment Management's iShares National Muni Bond ETF position peaked at $6.06M in Q4 2025.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.