U.S. Capital Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

U.S. Capital Wealth 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	$2.7M	Buy	25,433 +235	+0.9%	+$25.3K	0.07%	277
2025 Q4	$2.7M	Buy	25,198 +1,625	+7%	+$174K	0.07%	275
2025 Q3	$2.51M	Buy	23,573 +1,164	+5%	+$122K	0.07%	279
2025 Q2	$2.34M	Buy	22,409 +514	+2%	+$53.4K	0.07%	269
2025 Q1	$2.31M	Buy	21,895 +24	+0.1%	+$2.55K	0.07%	259
2024 Q4	$2.33M	Buy	21,871 +938	+4%	+$101K	0.07%	268
2024 Q3	$2.27M	Sell	20,933 -5,121	-20%	-$552K	0.08%	231
2024 Q2	$2.78M	Buy	26,054 +7,809	+43%	+$832K	0.11%	187
2024 Q1	$1.96M	Sell	18,245 -1,449	-7%	-$156K	0.08%	239
2023 Q4	$2.14M	Buy	19,694 +950	+5%	+$99.3K	0.08%	210
2023 Q3	$1.92M	Buy	18,744 +2,132	+13%	+$225K	0.09%	200
2023 Q2	$1.77M	Buy	16,612 +2,537	+18%	+$271K	0.08%	232
2023 Q1	$1.52M	Buy	14,075 +504	+4%	+$53.9K	0.07%	248
2022 Q4	$1.43M	Buy	13,571 +1,580	+13%	+$165K	0.07%	268
2022 Q3	$1.23M	Sell	11,991 -1,660	-12%	-$176K	0.06%	290
2022 Q2	$1.45M	Sell	13,651 -943	-6%	-$101K	0.06%	282
2022 Q1	$1.6M	Buy	14,594 +8,249	+130%	+$931K	0.06%	317
2021 Q4	$738K	Sell	6,345 -2,376	-27%	-$276K	0.03%	447
2021 Q3	$1.01M	Buy	+8,721	New	+$1.02M	0.04%	379

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

U.S. Capital Wealth Advisors's MUB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 0.93% in Q1 2026, buying an estimated $25.3K and bringing the position to 25,433 shares worth $2.7M. The position accounts for 0.07% of the portfolio, ranked #277.

U.S. Capital Wealth Advisors first reported a position in MUB in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.78M in Q2 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

U.S. Capital Wealth Advisors held 25,433 shares of iShares National Muni Bond ETF worth $2.7M as of Q1 2026.
U.S. Capital Wealth Advisors bought 235 iShares National Muni Bond ETF shares in Q1 2026, an estimated $25.3K.
iShares National Muni Bond ETF made up 0.07% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #277 holding.
U.S. Capital Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.78M in Q2 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.