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

FLC Capital 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 		$355K Buy
3,297
+229
+7% +$24.5K 0.06% 166
2026
Q1 		$326K Buy
3,068
+587
+24% +$63.1K 0.06% 166
2025
Q4 		$266K Hold
2,481
– – 0.05% 173
2025
Q3 		$264K Sell
2,481
-332
-12% -$34.7K 0.05% 174
2025
Q2 		$294K Buy
2,813
+728
+35% +$75.7K 0.06% 161
2025
Q1 		$220K Hold
2,085
– – 0.05% 170
2024
Q4 		$222K Sell
2,085
-118
-5% -$12.7K 0.05% 161
2024
Q3 		$239K Sell
2,203
-254
-10% -$27.4K 0.06% 153
2024
Q2 		$262K Sell
2,457
-655
-21% -$69.8K 0.06% 136
2024
Q1 		$335K Hold
3,112
– – 0.08% 117
2023
Q4 		$337K Sell
3,112
-703
-18% -$73.5K 0.09% 114
2023
Q3 		$391K Buy
3,815
+668
+21% +$70.5K 0.12% 108
2023
Q2 		$336K Buy
3,147
+95
+3% +$10.2K 0.1% 112
2023
Q1 		$329K Sell
3,052
-2,317
-43% -$248K 0.1% 116
2022
Q4 		$567K Buy
5,369
+2,018
+60% +$210K 0.18% 83
2022
Q3 		$344K Sell
3,351
-3,314
-50% -$352K 0.12% 117
2022
Q2 		$709K Buy
6,665
+2,241
+51% +$239K 0.24% 79
2022
Q1 		$485K Sell
4,424
-938
-17% -$106K 0.14% 108
2021
Q4 		$623K Hold
5,362
– – 0.17% 102
2021
Q3 		$623K Hold
5,362
– – 0.18% 103
2021
Q2 		$628K Buy
5,362
+21
+0.4% +$2.45K 0.18% 101
2021
Q1 		$620K Hold
5,341
– – 0.19% 98
2020
Q4 		$626K Hold
5,341
– – 0.21% 87
2020
Q3 		$616K Buy
5,341
+3,485
+188% +$405K 0.23% 81
2020
Q2 		$214K Buy
+1,856
New +$211K 0.08% 112

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FLC Capital Advisors's MUB Position: Q2 2026 in Review

FLC Capital Advisors increased its iShares National Muni Bond ETF (MUB) stake by 7.5% in Q2 2026, buying an estimated $24.5K and bringing the position to 3,297 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #166.

FLC Capital Advisors first reported a position in MUB in Q2 2020 and has held it in 25 quarters since. The position peaked at $709K in Q2 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • FLC Capital Advisors held 3,297 shares of iShares National Muni Bond ETF worth $355K as of Q2 2026.
  • FLC Capital Advisors bought 229 iShares National Muni Bond ETF shares in Q2 2026, an estimated $24.5K.
  • iShares National Muni Bond ETF made up 0.06% of FLC Capital Advisors's portfolio in Q2 2026, its #166 holding.
  • FLC Capital Advisors first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • FLC Capital Advisors's iShares National Muni Bond ETF position peaked at $709K in Q2 2022.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.