VCM
MUB icon

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

Viewpoint Capital Management’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 		– Sell
-100
Closed -$10.6K – 131
2026
Q1 		$10.6K Hold
100
– – 0.01% 126
2025
Q4 		$10.7K Hold
100
– – ﹤0.01% 125
2025
Q3 		$10.6K Hold
100
– – ﹤0.01% 129
2025
Q2 		$10.4K Hold
100
– – 0.01% 127
2025
Q1 		$10.5K Hold
100
– – 0.01% 132
2024
Q4 		$10.7K Hold
100
– – 0.01% 128
2024
Q3 		$10.9K Hold
100
– – 0.01% 128
2024
Q2 		$10.7K Hold
100
– – 0.01% 129
2024
Q1 		$10.8K Hold
100
– – 0.01% 126
2023
Q4 		$10.8K Hold
100
– – 0.01% 123
2023
Q3 		$10.3K Hold
100
– – 0.01% 117
2023
Q2 		$10.7K Hold
100
– – 0.01% 117
2023
Q1 		$10.8K Hold
100
– – 0.01% 108
2022
Q4 		$10.6K Hold
100
– – 0.01% 107
2022
Q3 		$10K Hold
100
– – 0.01% 102
2022
Q2 		$11K Hold
100
– – 0.01% 107
2022
Q1 		$11K Hold
100
– – 0.01% 110
2021
Q4 		$12K Buy
+100
New +$11.6K 0.01% 112

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Viewpoint Capital Management's MUB Position: Q2 2026 in Review

Viewpoint Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 100 shares — an estimated $10.6K sold.

Viewpoint Capital Management first reported a position in MUB in Q4 2021 and held it in 18 quarters. The position peaked at $12K in Q4 2021. 932 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Viewpoint Capital Management reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Viewpoint Capital Management sold 100 iShares National Muni Bond ETF shares in Q2 2026, an estimated $10.6K.
  • Viewpoint Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 18 quarters.
  • Viewpoint Capital Management's iShares National Muni Bond ETF position peaked at $12K in Q4 2021.
  • 932 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.