Anderson Hoagland & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Anderson Hoagland & Co’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	$351K	Sell	3,260 -50,988	-94%	-$5.45M	0.03%	126
2026 Q1	$5.76M	Sell	54,248 -508	-0.9%	-$54.6K	0.5%	53
2025 Q4	$5.86M	Sell	54,756 -694	-1%	-$74.3K	0.5%	55
2025 Q3	$5.9M	Buy	55,450 +393	+0.7%	+$41.1K	0.53%	52
2025 Q2	$5.75M	Buy	+55,057	New	+$5.72M	0.55%	51
2022 Q4	–	Sell	-4,309	Closed	-$442K	–	123
2022 Q3	$442K	Sell	4,309 -247	-5%	-$26.3K	0.07%	108
2022 Q2	$487K	Sell	4,556 -179	-4%	-$19.1K	0.07%	102
2022 Q1	$519K	Sell	4,735 -299	-6%	-$33.7K	0.07%	99
2021 Q4	$576K	Sell	5,034 -536	-10%	-$62.2K	0.08%	96
2021 Q3	$647K	Sell	5,570 -3,349	-38%	-$393K	0.08%	100
2021 Q2	$1.04M	Sell	8,919 -18,713	-68%	-$2.19M	0.13%	94
2021 Q1	$3.21M	Sell	27,632 -15,520	-36%	-$1.81M	0.45%	60
2020 Q4	$5.06M	Buy	+43,152	New	+$5.01M	0.8%	38

Other funds holding MUB

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Anderson Hoagland & Co's MUB Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its iShares National Muni Bond ETF (MUB) stake by 94% in Q2 2026, selling an estimated $5.45M and leaving 3,260 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #126.

Anderson Hoagland & Co first reported a position in MUB in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.9M in Q3 2025. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Anderson Hoagland & Co held 3,260 shares of iShares National Muni Bond ETF worth $351K as of Q2 2026.
Anderson Hoagland & Co sold 50,988 iShares National Muni Bond ETF shares in Q2 2026, an estimated $5.45M.
iShares National Muni Bond ETF made up 0.03% of Anderson Hoagland & Co's portfolio in Q2 2026, its #126 holding.
Anderson Hoagland & Co first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 13 quarters since.
Anderson Hoagland & Co's iShares National Muni Bond ETF position peaked at $5.9M in Q3 2025.
322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.