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

Horiko Capital Management’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	$9.55M	Sell	88,700 -9,900	-10%	-$1.06M	1.68%	14
2026 Q1	$10.5M	Sell	98,600 -13,300	-12%	-$1.43M	2.41%	12
2025 Q4	$12M	Sell	111,900 -7,300	-6%	-$782K	2.64%	12
2025 Q3	$12.7M	Buy	119,200 +32,650	+38%	+$3.42M	3.01%	12
2025 Q2	$9.04M	Hold	86,550	–	–	2.36%	14
2025 Q1	$9.13M	Hold	86,550	–	–	2.69%	13
2024 Q4	$9.22M	Buy	86,550 +21,500	+33%	+$2.31M	2.66%	13
2024 Q3	$7.07M	Buy	+65,050	New	+$7.01M	2.04%	14
2020 Q2	–	Sell	-13,900	Closed	-$1.57M	–	29
2020 Q1	$1.57M	Hold	13,900	–	–	1.37%	19
2019 Q4	$1.58M	Buy	13,900 +500	+4%	+$57K	1.07%	24
2019 Q3	$1.53M	Hold	13,400	–	–	1.16%	25
2019 Q2	$1.51M	Sell	13,400 -4,300	-24%	-$481K	1.15%	25
2019 Q1	$1.97M	Buy	17,700 +600	+4%	+$65.8K	1.62%	24
2018 Q4	$1.86M	Buy	+17,100	New	+$1.84M	1.98%	21

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

Horiko Capital Management's MUB Position: Q2 2026 in Review

Horiko Capital Management reduced its iShares National Muni Bond ETF (MUB) stake by 10% in Q2 2026, selling an estimated $1.06M and leaving 88,700 shares worth $9.55M. The position accounts for 1.68% of the portfolio, ranked #14.

Horiko Capital Management first reported a position in MUB in Q4 2018 and has held it in 14 quarters since. The position peaked at $12.7M in Q3 2025. 1,632 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Horiko Capital Management held 88,700 shares of iShares National Muni Bond ETF worth $9.55M as of Q2 2026.
Horiko Capital Management sold 9,900 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.06M.
iShares National Muni Bond ETF made up 1.68% of Horiko Capital Management's portfolio in Q2 2026, its #14 holding.
Horiko Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 14 quarters since.
Horiko Capital Management's iShares National Muni Bond ETF position peaked at $12.7M in Q3 2025.
1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Horiko Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.