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

Leisure 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	$330K	Sell	3,111 -1,727	-36%	-$186K	0.12%	116
2025 Q4	$518K	Buy	4,838 +1,727	+56%	+$185K	0.17%	100
2025 Q3	$331K	Hold	3,111	–	–	0.11%	110
2025 Q2	$325K	Hold	3,111	–	–	0.12%	106
2025 Q1	$328K	Sell	3,111 -5,398	-63%	-$574K	0.13%	110
2024 Q4	$907K	Buy	+8,509	New	+$914K	0.36%	75

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Leisure Capital Management reduced its iShares National Muni Bond ETF (MUB) stake by 36% in Q1 2026, selling an estimated $186K and leaving 3,111 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #116.

Leisure Capital Management first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $907K in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Leisure Capital Management held 3,111 shares of iShares National Muni Bond ETF worth $330K as of Q1 2026.
Leisure Capital Management sold 1,727 iShares National Muni Bond ETF shares in Q1 2026, an estimated $186K.
iShares National Muni Bond ETF made up 0.12% of Leisure Capital Management's portfolio in Q1 2026, its #116 holding.
Leisure Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Leisure Capital Management's iShares National Muni Bond ETF position peaked at $907K in Q4 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Leisure Capital Management's 13F filing for Q1 2026, filed 8 May 2026.