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

Morton 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 		$212K Buy
+1,970
New +$211K 0.03% 150

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

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

Morton Capital Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 1,970 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #150 among its holdings.

538 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Morton Capital Management held 1,970 shares of iShares National Muni Bond ETF worth $212K as of Q2 2026.
  • iShares National Muni Bond ETF was a new Morton Capital Management position in Q2 2026.
  • iShares National Muni Bond ETF made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #150 holding.
  • 538 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.