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

Sykon 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
-19,179
Closed -$2.05M – 106
2025
Q4 		$2.05M Buy
19,179
+12,665
+194% +$1.36M 0.66% 47
2025
Q3 		$694K Buy
+6,514
New +$682K 0.23% 67
2024
Q4 		– Sell
-17,132
Closed -$1.86M – 83
2024
Q3 		$1.86M Buy
17,132
+9,452
+123% +$1.02M 0.66% 51
2024
Q2 		$818K Sell
7,680
-12,107
-61% -$1.29M 0.31% 57
2024
Q1 		$2.13M Sell
19,787
-2,719
-12% -$293K 0.77% 52
2023
Q4 		$2.44M Buy
+22,506
New +$2.35M 0.97% 36

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

Sykon Capital's MUB Position: Q1 2026 in Review

Sykon Capital sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 19,179 shares — an estimated $2.05M sold.

Sykon Capital first reported a position in MUB in Q4 2023 and held it in 6 quarters. The position peaked at $2.44M in Q4 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Sykon Capital reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Sykon Capital sold 19,179 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.05M.
  • Sykon Capital first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 6 quarters.
  • Sykon Capital's iShares National Muni Bond ETF position peaked at $2.44M in Q4 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.