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

Hobart Private 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	$6.93M	Buy	64,424 +12,075	+23%	+$1.29M	1.19%	28
2026 Q1	$5.56M	Buy	52,349 +6,678	+15%	+$718K	1.09%	34
2025 Q4	$4.89M	Buy	45,671 +23,779	+109%	+$2.55M	0.95%	36
2025 Q3	$2.33M	Buy	21,892 +4,104	+23%	+$429K	0.49%	46
2025 Q2	$1.86M	Buy	17,788 +7,077	+66%	+$736K	0.42%	46
2025 Q1	$1.13M	Buy	10,711 +3,881	+57%	+$413K	0.28%	53
2024 Q4	$728K	Buy	+6,830	New	+$734K	0.18%	59

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

Hobart Private Capital's MUB Position: Q2 2026 in Review

Hobart Private Capital increased its iShares National Muni Bond ETF (MUB) stake by 23% in Q2 2026, buying an estimated $1.29M and bringing the position to 64,424 shares worth $6.93M. The position accounts for 1.19% of the portfolio, ranked #28.

Hobart Private Capital first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Hobart Private Capital held 64,424 shares of iShares National Muni Bond ETF worth $6.93M as of Q2 2026.
Hobart Private Capital bought 12,075 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.29M.
iShares National Muni Bond ETF made up 1.19% of Hobart Private Capital's portfolio in Q2 2026, its #28 holding.
Hobart Private Capital first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.