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Chesapeake Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Chesapeake Wealth 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 		$585K Buy
5,435
+325
+6% +$34.8K 0.16% 104
2026
Q1 		$542K Buy
5,110
+360
+8% +$38.7K 0.17% 104
2025
Q4 		$509K Buy
4,750
+125
+3% +$13.4K 0.15% 107
2025
Q3 		$493K Buy
4,625
+500
+12% +$52.3K 0.15% 110
2025
Q2 		$431K Sell
4,125
-348
-8% -$36.2K 0.14% 116
2025
Q1 		$472K Sell
4,473
-2,377
-35% -$253K 0.17% 111
2024
Q4 		$730K Buy
6,850
+1,175
+21% +$126K 0.25% 87
2024
Q3 		$616K Buy
5,675
+545
+11% +$58.7K 0.21% 95
2024
Q2 		$547K Buy
+5,130
New +$546K 0.2% 98
2022
Q2 		– Sell
-2,045
Closed -$224K – 177
2022
Q1 		$224K Sell
2,045
-2,670
-57% -$301K 0.08% 177
2021
Q4 		$548K Sell
4,715
-505
-10% -$58.6K 0.18% 115
2021
Q3 		$606K Sell
5,220
-260
-5% -$30.5K 0.22% 105
2021
Q2 		$642K Buy
5,480
+20
+0.4% +$2.34K 0.21% 108
2021
Q1 		$634K Hold
5,460
– – 0.21% 105
2020
Q4 		$640K Buy
5,460
+370
+7% +$43K 0.22% 109
2020
Q3 		$590K Buy
5,090
+430
+9% +$50K 0.22% 104
2020
Q2 		$538K Hold
4,660
– – 0.21% 107
2020
Q1 		$527K Hold
4,660
– – 0.24% 99
2019
Q4 		$531K Buy
4,660
+325
+7% +$37K 0.2% 114
2019
Q3 		$495K Buy
4,335
+160
+4% +$18.3K 0.2% 118
2019
Q2 		$472K Buy
4,175
+825
+25% +$92.4K 0.2% 120
2019
Q1 		$372K Sell
3,350
-50
-1% -$5.48K 0.16% 140
2018
Q4 		$371K Sell
3,400
-210
-6% -$22.6K 0.18% 122
2018
Q3 		$390K Sell
3,610
-346
-9% -$37.6K 0.17% 129
2018
Q2 		$431K Sell
3,956
-264
-6% -$28.6K 0.2% 122
2018
Q1 		$460K Buy
+4,220
New +$460K 0.21% 108

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Chesapeake Wealth Management's MUB Position: Q2 2026 in Review

Chesapeake Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 6.4% in Q2 2026, buying an estimated $34.8K and bringing the position to 5,435 shares worth $585K. The position accounts for 0.16% of the portfolio, ranked #104.

Chesapeake Wealth Management first reported a position in MUB in Q1 2018 and has held it in 26 quarters since. The position peaked at $730K in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Chesapeake Wealth Management held 5,435 shares of iShares National Muni Bond ETF worth $585K as of Q2 2026.
  • Chesapeake Wealth Management bought 325 iShares National Muni Bond ETF shares in Q2 2026, an estimated $34.8K.
  • iShares National Muni Bond ETF made up 0.16% of Chesapeake Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Chesapeake Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • Chesapeake Wealth Management's iShares National Muni Bond ETF position peaked at $730K in Q4 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.