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

Midwest Capital Advisors’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	$4.24K	Hold	39	–	–	﹤0.01%	184
2026 Q1	$4.18K	Sell	39 -24	-38%	-$2.58K	﹤0.01%	176
2025 Q4	$6.79K	Sell	63 -49	-44%	-$5.25K	﹤0.01%	168
2025 Q3	$11.9K	Buy	112 +1	+0.9%	+$105	0.01%	151
2025 Q2	$11.6K	Sell	111 -284	-72%	-$29.5K	0.01%	153
2025 Q1	$41.6K	Hold	395	–	–	0.03%	94
2024 Q4	$42.1K	Buy	+395	New	+$42.4K	0.03%	95

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

Midwest Capital Advisors's MUB Position: Q2 2026 in Review

Midwest Capital Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 39 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Midwest Capital Advisors first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.1K in Q4 2024. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Midwest Capital Advisors held 39 shares of iShares National Muni Bond ETF worth $4.24K as of Q2 2026.
Midwest Capital Advisors left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up ﹤0.01% of Midwest Capital Advisors's portfolio in Q2 2026, its #184 holding.
Midwest Capital Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's iShares National Muni Bond ETF position peaked at $42.1K in Q4 2024.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.