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

Prime 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
Q2 		$69.3M Sell
643,767
-2,048
-0.3% -$219K 0.67% 34
2026
Q1 		$68.6M Buy
645,815
+1,348
+0.2% +$145K 0.79% 28
2025
Q4 		$69M Buy
644,467
+57,329
+10% +$6.14M 0.84% 28
2025
Q3 		$62.5M Buy
587,138
+23,188
+4% +$2.43M 0.79% 28
2025
Q2 		$58.9M Sell
563,950
-73,449
-12% -$7.64M 0.78% 28
2025
Q1 		$67.2M Buy
637,399
+39,876
+7% +$4.24M 0.78% 30
2024
Q4 		$63.7M Buy
597,523
+3,954
+0.7% +$425K 0.92% 25
2024
Q3 		$64.5M Sell
593,569
-6,357
-1% -$685K 0.92% 26
2024
Q2 		$63.9M Buy
599,926
+14,318
+2% +$1.52M 0.95% 26
2024
Q1 		$63M Buy
585,608
+14,416
+3% +$1.56M 0.88% 22
2023
Q4 		$61.9M Buy
571,192
+288,522
+102% +$30.2M 0.93% 22
2023
Q3 		$29M Buy
282,670
+15,068
+6% +$1.59M 0.59% 39
2023
Q2 		$28.6M Buy
267,602
+242,568
+969% +$25.9M 0.56% 42
2023
Q1 		$2.7M Sell
25,034
-12,294
-33% -$1.31M 0.11% 140
2022
Q4 		$3.94M Buy
37,328
+34,896
+1,435% +$3.64M 0.15% 118
2022
Q3 		$249K Sell
2,432
-1,978
-45% -$210K 0.01% 338
2022
Q2 		$469K Sell
4,410
-654
-13% -$69.8K 0.03% 236
2022
Q1 		$589K Hold
5,064
– – 0.03% 217
2021
Q4 		$589K Buy
+5,064
New +$588K 0.03% 220
2021
Q3 		– Sell
-1,722
Closed -$202K – 359
2021
Q2 		$202K Buy
+1,722
New +$201K 0.01% 358
2018
Q3 		– Sell
-374
Closed -$41K – 320
2018
Q2 		$41K Buy
+374
New +$40.6K 0.02% 208

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Prime Capital Investment Advisors's MUB Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.32% in Q2 2026, selling an estimated $219K and leaving 643,767 shares worth $69.3M. The position accounts for 0.67% of the portfolio, ranked #34.

Prime Capital Investment Advisors first reported a position in MUB in Q2 2018 and has held it in 21 quarters since. 1,386 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Prime Capital Investment Advisors held 643,767 shares of iShares National Muni Bond ETF worth $69.3M as of Q2 2026.
  • Prime Capital Investment Advisors sold 2,048 iShares National Muni Bond ETF shares in Q2 2026, an estimated $219K.
  • iShares National Muni Bond ETF made up 0.67% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • Prime Capital Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2018 and has held it in 21 quarters since.
  • 1,386 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.