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

Mountain Capital Investment 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 Q1	–	Sell	-3,403	Closed	-$366K	–	99
2025 Q4	$366K	Buy	+3,403	New	+$364K	0.06%	51
2025 Q1	–	Sell	-2,223	Closed	-$236K	–	66
2024 Q4	$236K	Buy	+2,223	New	+$239K	0.05%	48
2017 Q4	–	Sell	-452	Closed	-$50K	–	283
2017 Q3	$50K	Hold	452	–	–	0.04%	123
2017 Q2	$50K	Buy	+452	New	+$49.7K	0.05%	130

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

Mountain Capital Investment Advisors's MUB Position: Q1 2026 in Review

Mountain Capital Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 3,403 shares — an estimated $366K sold.

Mountain Capital Investment Advisors first reported a position in MUB in Q2 2017 and held it in 4 quarters. The position peaked at $366K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Mountain Capital Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Mountain Capital Investment Advisors sold 3,403 iShares National Muni Bond ETF shares in Q1 2026, an estimated $366K.
Mountain Capital Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2017 and held it in 4 quarters.
Mountain Capital Investment Advisors's iShares National Muni Bond ETF position peaked at $366K in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.