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

Liberty 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 		$8.55M Buy
+79,475
New +$8.5M 1.47% 18
2025
Q4 		$8.45M Buy
78,905
+646
+0.8% +$69.2K 1.57% 18
2025
Q3 		$8.33M Buy
78,259
+65,346
+506% +$6.84M 1.57% 18
2025
Q2 		$1.35M Sell
12,913
-4,011
-24% -$417K 0.27% 84
2025
Q1 		$1.78M Hold
16,924
– – 0.4% 66
2024
Q4 		$1.8M Sell
16,924
-550
-3% -$59.1K 0.4% 67
2024
Q3 		$1.9M Buy
17,474
+112
+0.6% +$12.1K 0.42% 66
2024
Q2 		$1.85M Hold
17,362
– – 0.44% 62
2024
Q1 		$1.87M Hold
17,362
– – 0.46% 60
2023
Q4 		$1.88M Buy
+17,362
New +$1.81M 0.49% 57
2022
Q1 		– Sell
-9,017
Closed -$1.05M – 145
2021
Q4 		$1.05M Sell
9,017
-27,381
-75% -$3.18M 0.28% 78
2021
Q3 		$4.23M Sell
36,398
-213
-0.6% -$25K 1.25% 27
2021
Q2 		$4.29M Buy
36,611
+27,270
+292% +$3.19M 1.3% 27
2021
Q1 		$1.08M Hold
9,341
– – 0.37% 66
2020
Q4 		$1.09M Buy
+9,341
New +$1.09M 0.4% 62
2020
Q2 		$1.13M Buy
+9,775
New +$1.11M 0.49% 56

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Liberty Capital Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 79,475 shares worth $8.55M. The stake represents 1.47% of the portfolio and ranks #18 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in MUB as recently as Q4 2025.

Liberty Capital Management first reported a position in MUB in Q2 2020 and has held it in 16 quarters since. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Liberty Capital Management held 79,475 shares of iShares National Muni Bond ETF worth $8.55M as of Q2 2026.
  • iShares National Muni Bond ETF was a new Liberty Capital Management position in Q2 2026.
  • iShares National Muni Bond ETF made up 1.47% of Liberty Capital Management's portfolio in Q2 2026, its #18 holding.
  • Liberty Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.