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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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. 1,641 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.
1,641 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.