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 Q3	$379K	Buy	3,750 +100	+3%	+$10.5K	0.34%	67
2026 Q2	$393K	Hold	3,650	–	–	0.35%	62
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Objective Capital Management's MUB Position: Q3 2026 in Review

Objective Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 2.7% in Q3 2026, buying an estimated $10.5K and bringing the position to 3,750 shares worth $379K. The position accounts for 0.34% of the portfolio, ranked #67.

Objective Capital Management first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $393K in Q2 2026. 458 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Objective Capital Management held 3,750 shares of iShares National Muni Bond ETF worth $379K as of Q3 2026.
Objective Capital Management bought 100 iShares National Muni Bond ETF shares in Q3 2026, an estimated $10.5K.
iShares National Muni Bond ETF made up 0.34% of Objective Capital Management's portfolio in Q3 2026, its #67 holding.
Objective Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Objective Capital Management's iShares National Muni Bond ETF position peaked at $393K in Q2 2026.
458 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.