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

Howard 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 Q1	–	Sell	-11,321	Closed	-$1.21M	–	390
2025 Q4	$1.21M	Buy	11,321 +802	+8%	+$85.9K	0.02%	215
2025 Q3	$1.12M	Sell	10,519 -34	-0.3%	-$3.56K	0.01%	217
2025 Q2	$1.1M	Buy	10,553 +1,458	+16%	+$152K	0.02%	210
2025 Q1	$959K	Hold	9,095	–	–	0.02%	196
2024 Q4	$969K	Sell	9,095 -119	-1%	-$12.8K	0.02%	215
2024 Q3	$1M	Sell	9,214 -76	-0.8%	-$8.19K	0.02%	207
2024 Q2	$990K	Sell	9,290 -10	-0.1%	-$1.06K	0.1%	49
2024 Q1	$1M	Buy	+9,300	New	+$1M	0.11%	48
2023 Q4	–	Sell	-5,498	Closed	-$564K	–	74
2023 Q3	$564K	Buy	+5,498	New	+$580K	0.08%	49
2023 Q2	–	Sell	-1,895	Closed	-$204K	–	61
2023 Q1	$204K	Buy	+1,895	New	+$202K	0.04%	43

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Howard Capital Management's MUB Position: Q1 2026 in Review

Howard Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 11,321 shares — an estimated $1.21M sold.

Howard Capital Management first reported a position in MUB in Q1 2023 and held it in 10 quarters. The position peaked at $1.21M in Q4 2025. 1,629 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Howard Capital Management reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Howard Capital Management sold 11,321 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.21M.
Howard Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2023 and held it in 10 quarters.
Howard Capital Management's iShares National Muni Bond ETF position peaked at $1.21M in Q4 2025.
1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Howard Capital Management's 13F filing for Q1 2026, filed 5 May 2026.