Texas Capital Bank Wealth Management Services’s iShares National Muni Bond ETF MUB Stock Holding History

Texas Capital Bank Wealth Management Services’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	$2.07M	Hold	19,542	–	–	0.12%	92
2025 Q4	$2.09M	Hold	19,542	–	–	0.12%	85
2025 Q3	$2.08M	Buy	19,542 +6,142	+46%	+$643K	0.17%	67
2025 Q2	$1.4M	Buy	+13,400	New	+$1.39M	0.13%	76
2022 Q3	–	Sell	-2,880	Closed	-$306K	–	157
2022 Q2	$306K	Buy	+2,880	New	+$307K	0.04%	114

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

Texas Capital Bank Wealth Management Services's MUB Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 19,542 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #92.

Texas Capital Bank Wealth Management Services first reported a position in MUB in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.09M in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Texas Capital Bank Wealth Management Services held 19,542 shares of iShares National Muni Bond ETF worth $2.07M as of Q1 2026.
Texas Capital Bank Wealth Management Services left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.12% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #92 holding.
Texas Capital Bank Wealth Management Services first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 5 quarters since.
Texas Capital Bank Wealth Management Services's iShares National Muni Bond ETF position peaked at $2.09M in Q4 2025.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.