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Steel Grove Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Steel Grove Capital 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
Q1 		$362K Hold
3,411
– – 0.04% 159
2025
Q4 		$365K Sell
3,411
-7,598
-69% -$813K 0.04% 141
2025
Q3 		$1.15M Hold
11,009
– – 0.14% 93
2025
Q2 		$1.15M Sell
11,009
-449
-4% -$46.7K 0.14% 94
2025
Q1 		$1.21M Sell
11,458
-11,035
-49% -$1.17M 0.18% 80
2024
Q4 		$2.4M Sell
22,493
-4,192
-16% -$450K 0.33% 29
2024
Q3 		$2.9M Sell
26,685
-6,265
-19% -$675K 0.41% 21
2024
Q2 		$3.51M Sell
32,950
-28,955
-47% -$3.08M 0.48% 20
2024
Q1 		$6.66M Sell
61,905
-27,829
-31% -$3M 0.89% 10
2023
Q4 		$9.73M Sell
89,734
-43,777
-33% -$4.57M 1.31% 9
2023
Q3 		$13.7M Sell
133,511
-78,939
-37% -$8.33M 1.83% 6
2023
Q2 		$22.7M Sell
212,450
-24,787
-10% -$2.65M 2.85% 5
2023
Q1 		$25.6M Sell
237,237
-16,252
-6% -$1.74M 3.41% 4
2022
Q4 		$26.7M Buy
253,489
+226,804
+850% +$23.6M 3.8% 4
2022
Q3 		$2.74M Buy
+26,685
New +$2.84M 0.49% 20
2015
Q3 		– Sell
-2,683
Closed -$290K – 209
2015
Q2 		$290K Hold
2,683
– – 0.06% 136
2015
Q1 		$297K Buy
+2,683
New +$297K 0.07% 110
2014
Q3 		$294K Sell
2,683
-777
-22% -$84.7K 0.07% 102
2014
Q2 		$376K Hold
3,460
– – 0.09% 92
2014
Q1 		$370K Hold
3,460
– – 0.09% 94
2013
Q4 		$360K Sell
3,460
-245
-7% -$25.6K 0.09% 100
2013
Q3 		$387K Hold
3,705
– – 0.11% 90
2013
Q2 		$389K Buy
+3,705
New +$405K 0.12% 88

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steel Grove Capital Advisors's MUB Position: Q1 2026 in Review

Steel Grove Capital Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 3,411 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #159.

Steel Grove Capital Advisors first reported a position in MUB in Q2 2013 and has held it in 23 quarters since. The position peaked at $26.7M in Q4 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Steel Grove Capital Advisors held 3,411 shares of iShares National Muni Bond ETF worth $362K as of Q1 2026.
  • Steel Grove Capital Advisors left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.04% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #159 holding.
  • Steel Grove Capital Advisors first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 23 quarters since.
  • Steel Grove Capital Advisors's iShares National Muni Bond ETF position peaked at $26.7M in Q4 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.