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

Oarsman Capital’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 		$1.14M Hold
10,758
– – 0.14% 87
2025
Q4 		$1.15M Sell
10,758
-23
-0.2% -$2.46K 0.15% 86
2025
Q3 		$1.15M Sell
10,781
-220
-2% -$23K 0.16% 87
2025
Q2 		$1.15M Hold
11,001
– – 0.18% 88
2025
Q1 		$1.16M Buy
11,001
+23
+0.2% +$2.45K 0.21% 90
2024
Q4 		$1.17M Buy
10,978
+237
+2% +$25.5K 0.2% 92
2024
Q3 		$1.17M Buy
10,741
+2,548
+31% +$275K 0.21% 88
2024
Q2 		$873K Hold
8,193
– – 0.19% 95
2024
Q1 		$882K Buy
8,193
+1,453
+22% +$157K 0.21% 94
2023
Q4 		$731K Buy
+6,740
New +$704K 0.19% 102
2016
Q3 		– Sell
-1,769
Closed -$202K – 187
2016
Q2 		$202K Buy
+1,769
New +$199K 0.11% 177
2016
Q1 		– Sell
-1,854
Closed -$205K – 187
2015
Q4 		$205K Buy
+1,854
New +$203K 0.11% 174
2013
Q4 		– Sell
-2,025
Closed -$212K – 159
2013
Q3 		$212K Buy
2,025
+40
+2% +$4.13K 0.19% 136
2013
Q2 		$209K Buy
+1,985
New +$217K 0.2% 129

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oarsman Capital's MUB Position: Q1 2026 in Review

Oarsman Capital held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 10,758 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #87.

Oarsman Capital first reported a position in MUB in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.17M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Oarsman Capital held 10,758 shares of iShares National Muni Bond ETF worth $1.14M as of Q1 2026.
  • Oarsman Capital left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.14% of Oarsman Capital's portfolio in Q1 2026, its #87 holding.
  • Oarsman Capital first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 14 quarters since.
  • Oarsman Capital's iShares National Muni Bond ETF position peaked at $1.17M in Q4 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.