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

Guidance Capital’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	$1.4M	Buy	13,125 +1,102	+9%	+$118K	0.3%	76
2026 Q1	$1.28M	Buy	12,023 +1,176	+11%	+$126K	0.29%	86
2025 Q4	$1.17M	Sell	10,847 -10,233	-49%	-$1.1M	0.28%	85
2025 Q3	$2.27M	Buy	21,080 +3,647	+21%	+$382K	0.59%	31
2025 Q2	$1.81M	Buy	17,433 +4,330	+33%	+$450K	0.52%	37
2025 Q1	$1.37M	Buy	13,103 +1,207	+10%	+$128K	0.42%	43
2024 Q4	$1.26M	Buy	+11,896	New	+$1.28M	0.39%	49

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Guidance Capital's MUB Position: Q2 2026 in Review

Guidance Capital increased its iShares National Muni Bond ETF (MUB) stake by 9.2% in Q2 2026, buying an estimated $118K and bringing the position to 13,125 shares worth $1.4M. The position accounts for 0.3% of the portfolio, ranked #76.

Guidance Capital first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q3 2025. 419 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Guidance Capital held 13,125 shares of iShares National Muni Bond ETF worth $1.4M as of Q2 2026.
Guidance Capital bought 1,102 iShares National Muni Bond ETF shares in Q2 2026, an estimated $118K.
iShares National Muni Bond ETF made up 0.3% of Guidance Capital's portfolio in Q2 2026, its #76 holding.
Guidance Capital first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Guidance Capital's iShares National Muni Bond ETF position peaked at $2.27M in Q3 2025.
419 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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