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

Boltwood 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 		$246K Buy
2,285
+94
+4% +$10.1K 0.06% 179
2026
Q1 		$233K Buy
2,191
+1
+0% +$108 0.06% 175
2025
Q4 		$235K Buy
2,190
+301
+16% +$32.2K 0.06% 170
2025
Q3 		$201K Buy
+1,889
New +$198K 0.05% 177
2025
Q1 		– Sell
-1,975
Closed -$210K – 175
2024
Q4 		$210K Sell
1,975
-175
-8% -$18.8K 0.06% 164
2024
Q3 		$234K Buy
+2,150
New +$232K 0.07% 156
2023
Q4 		– Sell
-2,200
Closed -$226K – 169
2023
Q3 		$226K Hold
2,200
– – 0.08% 146
2023
Q2 		$235K Sell
2,200
-100
-4% -$10.7K 0.08% 148
2023
Q1 		$248K Buy
2,300
+35
+2% +$3.74K 0.09% 144
2022
Q4 		$239K Sell
2,265
-250
-10% -$26.1K 0.1% 137
2022
Q3 		$258K Sell
2,515
-715
-22% -$76K 0.12% 129
2022
Q2 		$344K Sell
3,230
-2,720
-46% -$290K 0.15% 120
2022
Q1 		$652K Sell
5,950
-150
-2% -$16.9K 0.25% 96
2021
Q4 		$709K Hold
6,100
– – 0.26% 94
2021
Q3 		$709K Hold
6,100
– – 0.29% 93
2021
Q2 		$715K Hold
6,100
– – 0.3% 91
2021
Q1 		$708K Hold
6,100
– – 0.31% 86
2020
Q4 		$715K Hold
6,100
– – 0.35% 84
2020
Q3 		$707K Buy
6,100
+200
+3% +$23.2K 0.39% 83
2020
Q2 		$681K Buy
5,900
+700
+13% +$79.5K 0.41% 78
2020
Q1 		$588K Buy
5,200
+1,050
+25% +$120K 0.42% 78
2019
Q4 		$473K Buy
4,150
+475
+13% +$54.1K 0.27% 98
2019
Q3 		$419K Buy
3,675
+525
+17% +$59.9K 0.26% 100
2019
Q2 		$356K Buy
3,150
+240
+8% +$26.9K 0.23% 105
2019
Q1 		$324K Buy
2,910
+150
+5% +$16.4K 0.21% 108
2018
Q4 		$300K Hold
2,760
– – 0.21% 107
2018
Q3 		$297K Buy
2,760
+50
+2% +$5.43K 0.18% 117
2018
Q2 		$295K Sell
2,710
-1,100
-29% -$119K 0.19% 114
2018
Q1 		$415K Buy
3,810
+100
+3% +$10.9K 0.28% 99
2017
Q4 		$410K Buy
3,710
+450
+14% +$49.8K 0.25% 101
2017
Q3 		$361K Buy
3,260
+425
+15% +$47.2K 0.23% 100
2017
Q2 		$312K Buy
+2,835
New +$312K 0.21% 104

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
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
FG
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
GI
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

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

Boltwood Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 4.3% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,285 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #179.

Boltwood Capital Management first reported a position in MUB in Q2 2017 and has held it in 32 quarters since. The position peaked at $715K in Q2 2021. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Boltwood Capital Management held 2,285 shares of iShares National Muni Bond ETF worth $246K as of Q2 2026.
  • Boltwood Capital Management bought 94 iShares National Muni Bond ETF shares in Q2 2026, an estimated $10.1K.
  • iShares National Muni Bond ETF made up 0.06% of Boltwood Capital Management's portfolio in Q2 2026, its #179 holding.
  • Boltwood Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2017 and has held it in 32 quarters since.
  • Boltwood Capital Management's iShares National Muni Bond ETF position peaked at $715K in Q2 2021.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.