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

Swan Capital’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 		– Sell
-154
Closed -$16.5K – 591
2025
Q4 		$16.5K Hold
154
– – 0.01% 141
2025
Q3 		$16.4K Sell
154
-52
-25% -$5.44K 0.01% 134
2025
Q2 		$21.5K Buy
+206
New +$21.4K 0.01% 110

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 22.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Swan Capital's MUB Position: Q1 2026 in Review

Swan Capital sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 154 shares — an estimated $16.5K sold.

Swan Capital first reported a position in MUB in Q2 2025 and held it in 3 quarters. The position peaked at $21.5K in Q2 2025. 1,634 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Swan Capital reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Swan Capital sold 154 iShares National Muni Bond ETF shares in Q1 2026, an estimated $16.5K.
  • Swan Capital first reported a position in iShares National Muni Bond ETF in Q2 2025 and held it in 3 quarters.
  • Swan Capital's iShares National Muni Bond ETF position peaked at $21.5K in Q2 2025.
  • 1,634 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.