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 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 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

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

SOL Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 546% in Q1 2026, buying an estimated $7.83M and bringing the position to 86,198 shares worth $9M. The position accounts for 4.37% of the portfolio, ranked #8.

SOL Capital Management first reported a position in MUB in Q3 2023 and has held it in 11 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

SOL Capital Management held 86,198 shares of iShares National Muni Bond ETF worth $9M as of Q1 2026.
SOL Capital Management bought 72,858 iShares National Muni Bond ETF shares in Q1 2026, an estimated $7.83M.
iShares National Muni Bond ETF made up 4.37% of SOL Capital Management's portfolio in Q1 2026, its #8 holding.
SOL Capital Management first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 11 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.