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United Capital Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

United Capital Financial 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 		$65.1M Buy
613,660
+26,067
+4% +$2.8M 0.4% 44
2025
Q4 		$62.9M Buy
587,593
+19,643
+3% +$2.1M 0.38% 50
2025
Q3 		$60.5M Buy
567,950
+8,982
+2% +$940K 0.43% 45
2025
Q2 		$58.4M Sell
558,968
-61,413
-10% -$6.38M 0.47% 41
2025
Q1 		$65.4M Buy
620,381
+22,904
+4% +$2.44M 0.56% 37
2024
Q4 		$63.7M Sell
597,477
-26,874
-4% -$2.89M 0.54% 40
2024
Q3 		$67.8M Buy
624,351
+6,946
+1% +$749K 0.56% 40
2024
Q2 		$65.8M Sell
617,405
-292
-0% -$31.1K 0.57% 40
2024
Q1 		$66.5M Sell
617,697
-15,924
-3% -$1.72M 0.55% 39
2023
Q4 		$68.7M Sell
633,621
-401,581
-39% -$42M 0.57% 35
2023
Q3 		$106M Sell
1,035,202
-145,536
-12% -$15.4M 0.7% 28
2023
Q2 		$126M Buy
1,180,738
+30,859
+3% +$3.3M 0.69% 27
2023
Q1 		$124M Buy
1,149,879
+132,876
+13% +$14.2M 0.69% 28
2022
Q4 		$107M Sell
1,017,003
-76,949
-7% -$8.02M 0.6% 32
2022
Q3 		$112M Buy
1,093,952
+51,702
+5% +$5.5M 0.66% 28
2022
Q2 		$111M Buy
1,042,250
+42,859
+4% +$4.57M 0.61% 31
2022
Q1 		$110M Buy
999,391
+86,541
+9% +$9.77M 0.53% 34
2021
Q4 		$106M Buy
912,850
+104,205
+13% +$12.1M 0.49% 36
2021
Q3 		$93.9M Buy
808,645
+91,964
+13% +$10.8M 0.47% 38
2021
Q2 		$84M Buy
716,681
+96,484
+16% +$11.3M 0.42% 46
2021
Q1 		$72M Buy
620,197
+82,722
+15% +$9.65M 0.4% 51
2020
Q4 		$63M Buy
537,475
+80,050
+18% +$9.3M 0.38% 54
2020
Q3 		$53M Buy
457,425
+194,413
+74% +$22.6M 0.35% 64
2020
Q2 		$30.4M Buy
263,012
+9,677
+4% +$1.1M 0.22% 102
2020
Q1 		$28.6M Sell
253,335
-19,862
-7% -$2.27M 0.24% 94
2019
Q4 		$31.1M Sell
273,197
-891
-0.3% -$101K 0.2% 110
2019
Q3 		$31.3M Buy
274,088
+34,137
+14% +$3.89M 0.22% 104
2019
Q2 		$27.1M Buy
239,951
+8,196
+4% +$918K 0.18% 122
2019
Q1 		$25.8M Buy
231,755
+4,031
+2% +$442K 0.18% 122
2018
Q4 		$24.8M Buy
227,724
+20,554
+10% +$2.21M 0.2% 110
2018
Q3 		$22.4M Buy
207,170
+772
+0.4% +$83.9K 0.16% 144
2018
Q2 		$22.5M Sell
206,398
-10,388
-5% -$1.13M 0.17% 133
2018
Q1 		$23.6M Buy
216,786
+12,614
+6% +$1.38M 0.18% 129
2017
Q4 		$22.6M Buy
204,172
+11,895
+6% +$1.32M 0.18% 131
2017
Q3 		$21.3M Buy
192,277
+10,033
+6% +$1.11M 0.18% 127
2017
Q2 		$20.1M Buy
182,244
+772
+0.4% +$84.9K 0.18% 124
2017
Q1 		$19.8M Buy
181,472
+17,983
+11% +$1.95M 0.18% 118
2016
Q4 		$17.7M Sell
163,489
-13,515
-8% -$1.48M 0.17% 128
2016
Q3 		$20M Sell
177,004
-14
-0% -$1.59K 0.19% 119
2016
Q2 		$20.2M Buy
177,018
+3,224
+2% +$363K 0.21% 103
2016
Q1 		$19.4M Buy
173,794
+19,065
+12% +$2.12M 0.21% 93
2015
Q4 		$17.1M Buy
154,729
+10,626
+7% +$1.17M 0.2% 104
2015
Q3 		$15.8M Sell
144,103
-11,750
-8% -$1.28M 0.19% 100
2015
Q2 		$16.9M Sell
155,853
-151,999
-49% -$16.6M 0.2% 119
2015
Q1 		$33.7M Buy
307,852
+55,495
+22% +$6.14M 0.41% 51
2014
Q4 		$27.8M Buy
252,357
+25,906
+11% +$2.85M 0.42% 59
2014
Q3 		$24.8M Buy
226,451
+31,222
+16% +$3.4M 0.43% 52
2014
Q2 		$21.2M Buy
195,229
+106,249
+119% +$11.5M 0.39% 64
2014
Q1 		$9.53M Buy
88,980
+19,344
+28% +$2.05M 0.2% 118
2013
Q4 		$7.22M Sell
69,636
-10,654
-13% -$1.11M 0.25% 110
2013
Q3 		$8.39M Buy
80,290
+4,347
+6% +$449K 0.27% 84
2013
Q2 		$7.98M Buy
+75,943
New +$8.31M 0.21% 129

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

United Capital Financial Advisors's MUB Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 4.4% in Q1 2026, buying an estimated $2.8M and bringing the position to 613,660 shares worth $65.1M. The position accounts for 0.4% of the portfolio, ranked #44.

United Capital Financial Advisors first reported a position in MUB in Q2 2013 and has held it in 52 quarters since. The position peaked at $126M in Q2 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • United Capital Financial Advisors held 613,660 shares of iShares National Muni Bond ETF worth $65.1M as of Q1 2026.
  • United Capital Financial Advisors bought 26,067 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.8M.
  • iShares National Muni Bond ETF made up 0.4% of United Capital Financial Advisors's portfolio in Q1 2026, its #44 holding.
  • United Capital Financial Advisors first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's iShares National Muni Bond ETF position peaked at $126M in Q2 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.