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Cahill Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Cahill Financial 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
Q2 		$2.59M Sell
24,028
-641
-3% -$68.6K 0.25% 70
2026
Q1 		$2.62M Buy
24,669
+169
+0.7% +$18.2K 0.28% 61
2025
Q4 		$2.62M Buy
24,500
+3,155
+15% +$338K 0.29% 60
2025
Q3 		$2.27M Buy
21,345
+11,747
+122% +$1.23M 0.26% 68
2025
Q2 		$1M Sell
9,598
-1,495
-13% -$155K 0.12% 119
2025
Q1 		$1.17M Sell
11,093
-725
-6% -$77.1K 0.16% 101
2024
Q4 		$1.26M Buy
11,818
+1,380
+13% +$148K 0.17% 97
2024
Q3 		$1.13M Buy
10,438
+335
+3% +$36.1K 0.16% 103
2024
Q2 		$1.08M Buy
10,103
+767
+8% +$81.7K 0.15% 117
2024
Q1 		$1M Buy
9,336
+709
+8% +$76.5K 0.14% 122
2023
Q4 		$935K Sell
8,627
-2,299
-21% -$240K 0.14% 125
2023
Q3 		$1.12M Buy
10,926
+492
+5% +$51.9K 0.19% 108
2023
Q2 		$1.11M Buy
10,434
+1,562
+18% +$167K 0.18% 109
2023
Q1 		$956K Sell
8,872
-302
-3% -$32.3K 0.17% 122
2022
Q4 		$968K Sell
9,174
-5,423
-37% -$565K 0.19% 119
2022
Q3 		$1.5M Sell
14,597
-78
-0.5% -$8.29K 0.32% 73
2022
Q2 		$1.56M Buy
14,675
+1,598
+12% +$171K 0.33% 69
2022
Q1 		$1.43M Sell
13,077
-4,019
-24% -$454K 0.27% 83
2021
Q4 		$1.99M Buy
17,096
+96
+0.6% +$11.1K 0.38% 65
2021
Q3 		$1.98M Buy
17,000
+864
+5% +$101K 0.4% 61
2021
Q2 		$1.89M Sell
16,136
-166
-1% -$19.4K 0.43% 56
2021
Q1 		$1.89M Sell
16,302
-803
-5% -$93.7K 0.46% 53
2020
Q4 		$2M Buy
+17,105
New +$1.99M 0.51% 47

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cahill Financial Advisors's MUB Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 2.6% in Q2 2026, selling an estimated $68.6K and leaving 24,028 shares worth $2.59M. The position accounts for 0.25% of the portfolio, ranked #70.

Cahill Financial Advisors first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.62M in Q4 2025. 1,329 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cahill Financial Advisors held 24,028 shares of iShares National Muni Bond ETF worth $2.59M as of Q2 2026.
  • Cahill Financial Advisors sold 641 iShares National Muni Bond ETF shares in Q2 2026, an estimated $68.6K.
  • iShares National Muni Bond ETF made up 0.25% of Cahill Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Cahill Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Cahill Financial Advisors's iShares National Muni Bond ETF position peaked at $2.62M in Q4 2025.
  • 1,329 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.