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

JB 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
Q1 		$4.19M Buy
39,461
+7,824
+25% +$841K 0.17% 73
2025
Q4 		$3.39M Buy
31,637
+5,390
+21% +$577K 0.14% 82
2025
Q3 		$2.8M Buy
26,247
+3,843
+17% +$402K 0.12% 97
2025
Q2 		$2.34M Buy
+22,404
New +$2.33M 0.11% 97
2025
Q1 		– Sell
-4,999
Closed -$533K – 234
2024
Q4 		$533K Buy
+4,999
New +$537K 0.03% 148

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JB Capital's MUB Position: Q1 2026 in Review

JB Capital increased its iShares National Muni Bond ETF (MUB) stake by 25% in Q1 2026, buying an estimated $841K and bringing the position to 39,461 shares worth $4.19M. The position accounts for 0.17% of the portfolio, ranked #73.

JB Capital first reported a position in MUB in Q4 2024 and has held it in 5 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • JB Capital held 39,461 shares of iShares National Muni Bond ETF worth $4.19M as of Q1 2026.
  • JB Capital bought 7,824 iShares National Muni Bond ETF shares in Q1 2026, an estimated $841K.
  • iShares National Muni Bond ETF made up 0.17% of JB Capital's portfolio in Q1 2026, its #73 holding.
  • JB Capital first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.