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

SOL 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
Q2 		– Sell
-86,198
Closed -$9M – 36
2026
Q1 		$9M Buy
86,198
+72,858
+546% +$7.83M 4.37% 8
2025
Q4 		$1.43M Sell
13,340
-3,425
-20% -$367K 0.13% 152
2025
Q3 		$1.78M Sell
16,765
-2,975
-15% -$311K 0.16% 132
2025
Q2 		$2.06M Buy
19,740
+3,660
+23% +$381K 0.2% 119
2025
Q1 		$1.7M Sell
16,080
-4,257
-21% -$453K 0.19% 124
2024
Q4 		$2.17M Buy
20,337
+1,910
+10% +$205K 0.24% 108
2024
Q3 		$2M Sell
18,427
-150
-0.8% -$16.2K 0.22% 115
2024
Q2 		$1.98M Sell
18,577
-2,380
-11% -$253K 0.24% 114
2024
Q1 		$2.25M Buy
20,957
+85
+0.4% +$9.17K 0.28% 103
2023
Q4 		$2.26M Buy
20,872
+1,630
+8% +$170K 0.31% 97
2023
Q3 		$1.97M Buy
+19,242
New +$2.03M 0.31% 97

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SOL Capital Management's MUB Position: Q2 2026 in Review

SOL Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 86,198 shares — an estimated $9M sold.

SOL Capital Management first reported a position in MUB in Q3 2023 and held it in 11 quarters. The position peaked at $9M in Q1 2026. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • SOL Capital Management reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • SOL Capital Management sold 86,198 iShares National Muni Bond ETF shares in Q2 2026, an estimated $9M.
  • SOL Capital Management first reported a position in iShares National Muni Bond ETF in Q3 2023 and held it in 11 quarters.
  • SOL Capital Management's iShares National Muni Bond ETF position peaked at $9M in Q1 2026.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on SOL Capital Management's 13F filing for Q2 2026.