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

Verus Capital Partners’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
Q2 		$3.63M Sell
33,743
-2,340
-6% -$250K 0.2% 75
2026
Q1 		$3.83M Buy
36,083
+820
+2% +$88.2K 0.26% 69
2025
Q4 		$3.78M Buy
35,263
+1,019
+3% +$109K 0.25% 67
2025
Q3 		$3.65M Buy
34,244
+2,321
+7% +$243K 0.28% 53
2025
Q2 		$3.34M Sell
31,923
-625
-2% -$65K 0.3% 52
2025
Q1 		$3.43M Buy
32,548
+4,251
+15% +$452K 0.34% 44
2024
Q4 		$3.02M Buy
28,297
+1,193
+4% +$128K 0.29% 49
2024
Q3 		$2.94M Buy
27,104
+3,789
+16% +$408K 0.29% 51
2024
Q2 		$2.48M Sell
23,315
-237
-1% -$25.2K 0.26% 58
2024
Q1 		$2.53M Buy
23,552
+5,822
+33% +$628K 0.28% 52
2023
Q4 		$1.92M Buy
17,730
+11,395
+180% +$1.19M 0.24% 67
2023
Q3 		$650K Buy
6,335
+350
+6% +$36.9K 0.09% 131
2023
Q2 		$639K Sell
5,985
-160
-3% -$17.1K 0.09% 135
2023
Q1 		$662K Buy
6,145
+364
+6% +$38.9K 0.1% 127
2022
Q4 		$610K Buy
5,781
+1,167
+25% +$122K 0.11% 120
2022
Q3 		$473K Sell
4,614
-556
-11% -$59.1K 0.09% 152
2022
Q2 		$550K Buy
5,170
+716
+16% +$76.4K 0.11% 134
2022
Q1 		$484K Buy
+4,454
New +$503K 0.08% 185
2020
Q1 		$101K Sell
896
-188
-17% -$21.5K 0.03% 309
2019
Q4 		$124K Buy
+1,084
New +$123K 0.04% 325

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 22.96% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Verus Capital Partners's MUB Position: Q2 2026 in Review

Verus Capital Partners reduced its iShares National Muni Bond ETF (MUB) stake by 6.5% in Q2 2026, selling an estimated $250K and leaving 33,743 shares worth $3.63M. The position accounts for 0.2% of the portfolio, ranked #75.

Verus Capital Partners first reported a position in MUB in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.83M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Verus Capital Partners held 33,743 shares of iShares National Muni Bond ETF worth $3.63M as of Q2 2026.
  • Verus Capital Partners sold 2,340 iShares National Muni Bond ETF shares in Q2 2026, an estimated $250K.
  • iShares National Muni Bond ETF made up 0.2% of Verus Capital Partners's portfolio in Q2 2026, its #75 holding.
  • Verus Capital Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Verus Capital Partners's iShares National Muni Bond ETF position peaked at $3.83M in Q1 2026.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.