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

Fortis 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	$8.85M	Buy	82,195 +17,718	+27%	+$1.89M	0.99%	18
2026 Q1	$6.84M	Buy	64,477 +35,937	+126%	+$3.86M	0.9%	22
2025 Q4	$3.06M	Buy	28,540 +4,443	+18%	+$476K	0.45%	33
2025 Q3	$2.57M	Buy	24,097 +1,743	+8%	+$182K	0.41%	37
2025 Q2	$2.34M	Buy	22,354 +3,399	+18%	+$353K	0.42%	37
2025 Q1	$2M	Buy	18,955 +16,882	+814%	+$1.8M	0.41%	34
2024 Q4	$223K	Hold	2,073	–	–	0.08%	163
2024 Q3	$225K	Buy	2,073 +63	+3%	+$6.79K	0.08%	163
2024 Q2	$214K	Buy	+2,010	New	+$214K	0.08%	147
2023 Q2	–	Sell	-239	Closed	-$25.8K	–	435
2023 Q1	$25.8K	Hold	239	–	–	0.01%	378
2022 Q4	$25.2K	Buy	+239	New	+$24.9K	0.02%	378

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Fortis Capital Advisors increased its iShares National Muni Bond ETF (MUB) stake by 27% in Q2 2026, buying an estimated $1.89M and bringing the position to 82,195 shares worth $8.85M. The position accounts for 0.99% of the portfolio, ranked #18.

Fortis Capital Advisors first reported a position in MUB in Q4 2022 and has held it in 11 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Fortis Capital Advisors held 82,195 shares of iShares National Muni Bond ETF worth $8.85M as of Q2 2026.
Fortis Capital Advisors bought 17,718 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.89M.
iShares National Muni Bond ETF made up 0.99% of Fortis Capital Advisors's portfolio in Q2 2026, its #18 holding.
Fortis Capital Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 11 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.