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

Objective 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 Q1	$387K	Hold	3,650	–	–	0.39%	62
2025 Q4	$391K	Buy	3,650 +100	+3%	+$10.7K	0.4%	60
2025 Q3	$378K	Hold	3,550	–	–	0.39%	58
2025 Q2	$371K	Buy	3,550 +200	+6%	+$20.8K	0.42%	58
2025 Q1	$353K	Hold	3,350	–	–	0.45%	53
2024 Q4	$357K	Hold	3,350	–	–	0.24%	88
2024 Q3	$364K	Buy	+3,350	New	+$361K	0.21%	101
2024 Q1	$360K	Hold	3,350	–	–	0.24%	88
2023 Q4	$363K	Buy	+3,350	New	+$350K	0.28%	78

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

Objective Capital Management's MUB Position: Q1 2026 in Review

Objective Capital Management held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 3,650 shares worth $387K. The position accounts for 0.39% of the portfolio, ranked #62.

Objective Capital Management first reported a position in MUB in Q4 2023 and has held it in 9 quarters since. The position peaked at $391K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Objective Capital Management held 3,650 shares of iShares National Muni Bond ETF worth $387K as of Q1 2026.
Objective Capital Management left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.39% of Objective Capital Management's portfolio in Q1 2026, its #62 holding.
Objective Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 9 quarters since.
Objective Capital Management's iShares National Muni Bond ETF position peaked at $391K in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.