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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
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

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. 1,639 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.
  • 1,639 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.