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

Westover Capital 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 		$4.56M Sell
42,995
-304
-0.7% -$32.7K 0.84% 33
2025
Q4 		$4.64M Buy
43,299
+871
+2% +$93.3K 0.84% 30
2025
Q3 		$4.52M Buy
42,428
+1,726
+4% +$181K 0.84% 32
2025
Q2 		$4.25M Buy
+40,702
New +$4.23M 0.85% 30
2022
Q2 		– Sell
-14,752
Closed -$1.62M – 183
2022
Q1 		$1.62M Sell
14,752
-643
-4% -$72.6K 0.5% 57
2021
Q4 		$1.79M Buy
15,395
+16
+0.1% +$1.86K 0.52% 57
2021
Q3 		$1.79M Buy
15,379
+192
+1% +$22.5K 0.56% 54
2021
Q2 		$1.78M Buy
15,187
+907
+6% +$106K 0.57% 52
2021
Q1 		$1.66M Buy
14,280
+1,212
+9% +$141K 0.57% 52
2020
Q4 		$1.53M Buy
13,068
+2,340
+22% +$272K 0.55% 54
2020
Q3 		$1.24M Buy
10,728
+510
+5% +$59.3K 0.51% 53
2020
Q2 		$1.18M Sell
10,218
-130
-1% -$14.8K 0.55% 53
2020
Q1 		$1.17M Buy
10,348
+499
+5% +$57K 0.63% 48
2019
Q4 		$1.12M Buy
9,849
+646
+7% +$73.6K 0.5% 52
2019
Q3 		$1.05M Buy
9,203
+1,109
+14% +$127K 0.5% 53
2019
Q2 		$915K Buy
8,094
+2,055
+34% +$230K 0.45% 56
2019
Q1 		$671K Buy
6,039
+3,294
+120% +$361K 0.35% 65
2018
Q4 		$299K Buy
2,745
+504
+22% +$54.2K 0.19% 88
2018
Q3 		$242K Buy
+2,241
New +$244K 0.12% 106

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

Westover Capital Advisors's MUB Position: Q1 2026 in Review

Westover Capital Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.7% in Q1 2026, selling an estimated $32.7K and leaving 42,995 shares worth $4.56M. The position accounts for 0.84% of the portfolio, ranked #33.

Westover Capital Advisors first reported a position in MUB in Q3 2018 and has held it in 19 quarters since. The position peaked at $4.64M in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Westover Capital Advisors held 42,995 shares of iShares National Muni Bond ETF worth $4.56M as of Q1 2026.
  • Westover Capital Advisors sold 304 iShares National Muni Bond ETF shares in Q1 2026, an estimated $32.7K.
  • iShares National Muni Bond ETF made up 0.84% of Westover Capital Advisors's portfolio in Q1 2026, its #33 holding.
  • Westover Capital Advisors first reported a position in iShares National Muni Bond ETF in Q3 2018 and has held it in 19 quarters since.
  • Westover Capital Advisors's iShares National Muni Bond ETF position peaked at $4.64M in Q4 2025.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.