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Chatterton & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Chatterton & Associates’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 		$2.23M Buy
20,808
+355
+2% +$38K 1.31% 25
2026
Q1 		$2.19M Buy
20,453
+5,130
+33% +$552K 1.53% 28
2025
Q4 		$1.64M Buy
+15,323
New +$1.64M 1.41% 27

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Chatterton & Associates's MUB Position: Q2 2026 in Review

Chatterton & Associates increased its iShares National Muni Bond ETF (MUB) stake by 1.7% in Q2 2026, buying an estimated $38K and bringing the position to 20,808 shares worth $2.23M. The position accounts for 1.31% of the portfolio, ranked #25.

Chatterton & Associates first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 1,087 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Chatterton & Associates held 20,808 shares of iShares National Muni Bond ETF worth $2.23M as of Q2 2026.
  • Chatterton & Associates bought 355 iShares National Muni Bond ETF shares in Q2 2026, an estimated $38K.
  • iShares National Muni Bond ETF made up 1.31% of Chatterton & Associates's portfolio in Q2 2026, its #25 holding.
  • Chatterton & Associates first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,087 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.