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Chatham Capital Group’s iShares National Muni Bond ETF MUB Stock Holding History

Chatham Capital Group’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 		$851K Hold
7,910
– – 0.11% 136
2026
Q1 		$840K Hold
7,910
– – 0.12% 135
2025
Q4 		$847K Hold
7,910
– – 0.12% 139
2025
Q3 		$842K Hold
7,910
– – 0.12% 137
2025
Q2 		$826K Hold
7,910
– – 0.13% 134
2025
Q1 		$834K Buy
7,910
+500
+7% +$53.2K 0.14% 130
2024
Q4 		$790K Hold
7,410
– – 0.13% 135
2024
Q3 		$805K Hold
7,410
– – 0.13% 135
2024
Q2 		$790K Hold
7,410
– – 0.14% 131
2024
Q1 		$797K Buy
7,410
+75
+1% +$8.09K 0.15% 134
2023
Q4 		$795K Sell
7,335
-2,550
-26% -$266K 0.16% 130
2023
Q3 		$1.01M Sell
9,885
-1,215
-11% -$128K 0.23% 114
2023
Q2 		$1.18M Buy
11,100
+3,650
+49% +$390K 0.25% 108
2023
Q1 		$803K Sell
7,450
-250
-3% -$26.7K 0.18% 127
2022
Q4 		$813K Sell
7,700
-4,000
-34% -$417K 0.19% 122
2022
Q3 		$1.2M Sell
11,700
-1,825
-13% -$194K 0.29% 96
2022
Q2 		$1.44M Buy
13,525
+3,050
+29% +$325K 0.33% 87
2022
Q1 		$1.15M Sell
10,475
-2,500
-19% -$282K 0.22% 106
2021
Q4 		$1.51M Hold
12,975
– – 0.27% 91
2021
Q3 		$1.51M Buy
12,975
+1,500
+13% +$176K 0.29% 85
2021
Q2 		$1.34M Buy
11,475
+5,200
+83% +$608K 0.26% 94
2021
Q1 		$728K Hold
6,275
– – 0.15% 124
2020
Q4 		$735K Sell
6,275
-3,650
-37% -$424K 0.17% 118
2020
Q3 		$1.15M Buy
9,925
+800
+9% +$93K 0.28% 83
2020
Q2 		$1.05M Hold
9,125
– – 0.27% 83
2020
Q1 		$1.03M Sell
9,125
-350
-4% -$40K 0.3% 78
2019
Q4 		$1.08M Hold
9,475
– – 0.27% 90
2019
Q3 		$1.08M Hold
9,475
– – 0.28% 89
2019
Q2 		$1.07M Hold
9,475
– – 0.27% 90
2019
Q1 		$1.05M Hold
9,475
– – 0.27% 89
2018
Q4 		$1.03M Hold
9,475
– – 0.29% 83
2018
Q3 		$1.02M Sell
9,475
-28,500
-75% -$3.1M 0.26% 83
2018
Q2 		$4.14M Sell
37,975
-500
-1% -$54.3K 1.09% 25
2018
Q1 		$4.19M Sell
38,475
-75
-0.2% -$8.18K 1.13% 26
2017
Q4 		$4.27M Sell
38,550
-400
-1% -$44.3K 1.17% 24
2017
Q3 		$4.32M Sell
38,950
-750
-2% -$83.2K 1.22% 25
2017
Q2 		$4.37M Buy
39,700
+1,550
+4% +$170K 1.21% 26
2017
Q1 		$4.16M Hold
38,150
– – 1.16% 27
2016
Q4 		$4.13M Buy
38,150
+5,250
+16% +$575K 1.21% 25
2016
Q3 		$3.71M Sell
32,900
-250
-0.8% -$28.3K 1.17% 27
2016
Q2 		$3.78M Buy
33,150
+475
+1% +$53.5K 1.17% 26
2016
Q1 		$3.65M Hold
32,675
– – 1.15% 27
2015
Q4 		$3.62M Buy
32,675
+850
+3% +$93.3K 1.16% 28
2015
Q3 		$3.49M Buy
31,825
+9,850
+45% +$1.07M 1.18% 26
2015
Q2 		$2.38M Buy
21,975
+6,750
+44% +$736K 0.67% 39
2015
Q1 		$1.68M Buy
15,225
+9,075
+148% +$1M 0.49% 46
2014
Q4 		$679K Buy
6,150
+4,250
+224% +$467K 0.2% 98
2014
Q3 		$208K Buy
+1,900
New +$207K 0.06% 148

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

Chatham Capital Group's MUB Position: Q2 2026 in Review

Chatham Capital Group held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 7,910 shares worth $851K. The position accounts for 0.11% of the portfolio, ranked #136.

Chatham Capital Group first reported a position in MUB in Q3 2014 and has held it in 48 quarters since. The position peaked at $4.37M in Q2 2017. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Chatham Capital Group held 7,910 shares of iShares National Muni Bond ETF worth $851K as of Q2 2026.
  • Chatham Capital Group left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.11% of Chatham Capital Group's portfolio in Q2 2026, its #136 holding.
  • Chatham Capital Group first reported a position in iShares National Muni Bond ETF in Q3 2014 and has held it in 48 quarters since.
  • Chatham Capital Group's iShares National Muni Bond ETF position peaked at $4.37M in Q2 2017.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.