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Wall Capital Group’s iShares National Muni Bond ETF MUB Stock Holding History

Wall Capital Group’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 		$317K Buy
2,950
+24
+0.8% +$2.57K 0.26% 26
2026
Q1 		$311K Buy
+2,926
New +$315K 0.33% 21
2023
Q4 		$297K Buy
2,744
+17
+0.6% +$1.78K 0.34% 22
2023
Q3 		$279K Sell
2,727
-2,378
-47% -$251K 0.4% 21
2023
Q2 		$544K Buy
5,105
+42
+0.8% +$4.49K 0.58% 21
2023
Q1 		$547K Buy
5,063
+21
+0.4% +$2.24K 0.67% 20
2022
Q4 		$541K Buy
5,042
+28
+0.6% +$2.92K 0.75% 12
2022
Q3 		$518K Buy
+5,014
New +$533K 0.49% 15
2022
Q2 		– Sell
-4,959
Closed -$544K – 18
2022
Q1 		$544K Buy
4,959
+14
+0.3% +$1.58K 0.22% 18
2021
Q4 		$575K Buy
4,945
+27
+0.5% +$3.13K 0.2% 18
2021
Q3 		$571K Buy
4,918
+22
+0.4% +$2.58K 0.19% 18
2021
Q2 		$574K Buy
4,896
+22
+0.5% +$2.57K 0.19% 19
2021
Q1 		$566K Buy
+4,874
New +$568K 0.21% 17
2020
Q3 		– Sell
-4,801
Closed -$554K – 18
2020
Q2 		$554K Buy
4,801
+28
+0.6% +$3.18K 0.25% 18
2020
Q1 		$539K Buy
4,773
+18
+0.4% +$2.06K 0.29% 17
2019
Q4 		$542K Buy
4,755
+37
+0.8% +$4.21K 0.24% 16
2019
Q3 		$538K Buy
4,718
+28
+0.6% +$3.19K 0.26% 15
2019
Q2 		$530K Buy
4,690
+2,210
+89% +$247K 0.26% 16
2019
Q1 		$276K Sell
2,480
-2,160
-47% -$237K 0.15% 20
2018
Q4 		$506K Buy
4,640
+40
+0.9% +$4.3K 0.3% 20
2018
Q3 		$497K Buy
4,600
+29
+0.6% +$3.15K 0.25% 20
2018
Q2 		$498K Buy
4,571
+27
+0.6% +$2.93K 0.27% 30
2018
Q1 		$495K Buy
4,544
+15
+0.3% +$1.64K 0.28% 30
2017
Q4 		$502K Buy
4,529
+27
+0.6% +$2.99K 0.32% 30
2017
Q3 		$499K Buy
4,502
+25
+0.6% +$2.77K 0.32% 27
2017
Q2 		$493K Buy
4,477
+25
+0.6% +$2.75K 0.33% 25
2017
Q1 		$485K Buy
+4,452
New +$483K 0.38% 24

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Wall Capital Group's MUB Position: Q2 2026 in Review

Wall Capital Group increased its iShares National Muni Bond ETF (MUB) stake by 0.82% in Q2 2026, buying an estimated $2.57K and bringing the position to 2,950 shares worth $317K. The position accounts for 0.26% of the portfolio, ranked #26.

Wall Capital Group first reported a position in MUB in Q1 2017 and has held it in 27 quarters since. The position peaked at $575K in Q4 2021. 1,021 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wall Capital Group held 2,950 shares of iShares National Muni Bond ETF worth $317K as of Q2 2026.
  • Wall Capital Group bought 24 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.57K.
  • iShares National Muni Bond ETF made up 0.26% of Wall Capital Group's portfolio in Q2 2026, its #26 holding.
  • Wall Capital Group first reported a position in iShares National Muni Bond ETF in Q1 2017 and has held it in 27 quarters since.
  • Wall Capital Group's iShares National Muni Bond ETF position peaked at $575K in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.