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

Family 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 Q1	$1.32M	Buy	12,429 +601	+5%	+$64.6K	0.59%	36
2025 Q4	$1.27M	Buy	11,828 +1,522	+15%	+$163K	0.56%	37
2025 Q3	$1.1M	Buy	10,306 +652	+7%	+$68.2K	0.52%	37
2025 Q2	$1.01M	Buy	9,654 +323	+3%	+$33.6K	0.53%	38
2025 Q1	$984K	Buy	9,331 +184	+2%	+$19.6K	0.61%	33
2024 Q4	$975K	Buy	9,147 +1,167	+15%	+$125K	0.59%	32
2024 Q3	$867K	Buy	7,980 +978	+14%	+$105K	0.56%	34
2024 Q2	$746K	Sell	7,002 -123	-2%	-$13.1K	0.51%	36
2024 Q1	$767K	Buy	7,125 +1,068	+18%	+$115K	0.53%	34
2023 Q4	$657K	Sell	6,057 -7,711	-56%	-$806K	0.47%	31
2023 Q3	$1.41M	Sell	13,768 -351	-2%	-$37K	0.93%	22
2023 Q2	$1.51M	Sell	14,119 -53	-0.4%	-$5.67K	0.94%	21
2023 Q1	$1.53M	Sell	14,172 -97	-0.7%	-$10.4K	0.66%	22
2022 Q4	$1.51M	Buy	+14,269	New	+$1.49M	0.99%	22

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

Family Capital Management's MUB Position: Q1 2026 in Review

Family Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 5.1% in Q1 2026, buying an estimated $64.6K and bringing the position to 12,429 shares worth $1.32M. The position accounts for 0.59% of the portfolio, ranked #36.

Family Capital Management first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Family Capital Management held 12,429 shares of iShares National Muni Bond ETF worth $1.32M as of Q1 2026.
Family Capital Management bought 601 iShares National Muni Bond ETF shares in Q1 2026, an estimated $64.6K.
iShares National Muni Bond ETF made up 0.59% of Family Capital Management's portfolio in Q1 2026, its #36 holding.
Family Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Family Capital Management's iShares National Muni Bond ETF position peaked at $1.53M in Q1 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.