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

Chesley Taft & 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 		$15M Sell
138,943
-450
-0.3% -$48.1K 0.58% 46
2026
Q1 		$14.8M Sell
139,393
-2,410
-2% -$259K 0.62% 47
2025
Q4 		$15.2M Sell
141,803
-1,473
-1% -$158K 0.6% 46
2025
Q3 		$15.3M Sell
143,276
-1,905
-1% -$199K 0.65% 44
2025
Q2 		$15.2M Sell
145,181
-31,880
-18% -$3.31M 0.68% 42
2025
Q1 		$18.7M Sell
177,061
-1,530
-0.9% -$163K 0.9% 34
2024
Q4 		$19M Sell
178,591
-23,345
-12% -$2.51M 0.88% 32
2024
Q3 		$21.9M Buy
201,936
+30,595
+18% +$3.3M 1.05% 29
2024
Q2 		$18.3M Buy
171,341
+2,955
+2% +$315K 0.92% 36
2024
Q1 		$18.1M Buy
168,386
+17,110
+11% +$1.85M 0.93% 34
2023
Q4 		$16.4M Sell
151,276
-5,700
-4% -$596K 0.92% 34
2023
Q3 		$16.1M Buy
156,976
+7,200
+5% +$759K 1.04% 29
2023
Q2 		$16M Buy
149,776
+2,000
+1% +$214K 0.98% 32
2023
Q1 		$15.9M Buy
147,776
+3,390
+2% +$362K 1.04% 26
2022
Q4 		$15.2M Buy
144,386
+15,373
+12% +$1.6M 1.05% 26
2022
Q3 		$13.2M Buy
129,013
+7,425
+6% +$789K 0.97% 28
2022
Q2 		$12.9M Sell
121,588
-5,050
-4% -$539K 0.88% 31
2022
Q1 		$13.7M Sell
126,638
-6,635
-5% -$749K 0.8% 34
2021
Q4 		$15.5M Buy
133,273
+7,325
+6% +$851K 0.8% 30
2021
Q3 		$14.6M Buy
125,948
+6,223
+5% +$730K 0.83% 33
2021
Q2 		$14M Buy
119,725
+5,745
+5% +$671K 0.81% 35
2021
Q1 		$13.2M Sell
113,980
-12,235
-10% -$1.43M 0.79% 36
2020
Q4 		$14.8M Buy
126,215
+8,550
+7% +$993K 0.95% 29
2020
Q3 		$13.6M Buy
117,665
+13,000
+12% +$1.51M 0.97% 28
2020
Q2 		$12.1M Buy
104,665
+23,824
+29% +$2.7M 0.92% 32
2020
Q1 		$9.14M Buy
80,841
+18,414
+29% +$2.1M 0.83% 34
2019
Q4 		$7.11M Buy
62,427
+1,165
+2% +$133K 0.51% 57
2019
Q3 		$6.99M Buy
61,262
+1,305
+2% +$149K 0.54% 56
2019
Q2 		$6.78M Sell
59,957
-40
-0.1% -$4.48K 0.53% 56
2019
Q1 		$6.67M Buy
59,997
+3,547
+6% +$389K 0.56% 57
2018
Q4 		$6.16M Buy
56,450
+1,150
+2% +$124K 0.59% 54
2018
Q3 		$5.97M Buy
55,300
+9,150
+20% +$995K 0.47% 61
2018
Q2 		$5.03M Sell
46,150
-1,250
-3% -$136K 0.43% 68
2018
Q1 		$5.16M Buy
47,400
+50
+0.1% +$5.45K 0.46% 66
2017
Q4 		$5.24M Sell
47,350
-2,825
-6% -$313K 0.44% 67
2017
Q3 		$5.56M Buy
50,175
+2,775
+6% +$308K 0.48% 68
2017
Q2 		$5.22M Buy
47,400
+11,525
+32% +$1.27M 0.47% 67
2017
Q1 		$3.91M Sell
35,875
-100
-0.3% -$10.8K 0.37% 76
2016
Q4 		$3.89M Sell
35,975
-1,875
-5% -$205K 0.38% 73
2016
Q3 		$4.27M Buy
37,850
+2,575
+7% +$292K 0.43% 67
2016
Q2 		$4.02M Buy
35,275
+300
+0.9% +$33.8K 0.41% 71
2016
Q1 		$3.9M Buy
34,975
+1,325
+4% +$147K 0.41% 69
2015
Q4 		$3.73M Buy
+33,650
New +$3.69M 0.39% 75
2014
Q1 		– Sell
-22,895
Closed -$2.38M – 271
2013
Q4 		$2.38M Sell
22,895
-5,600
-20% -$584K 0.24% 109
2013
Q3 		$2.98M Buy
28,495
+600
+2% +$62K 0.32% 87
2013
Q2 		$2.93M Buy
+27,895
New +$3.05M 0.34% 80

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

Chesley Taft & Associates's MUB Position: Q2 2026 in Review

Chesley Taft & Associates reduced its iShares National Muni Bond ETF (MUB) stake by 0.32% in Q2 2026, selling an estimated $48.1K and leaving 138,943 shares worth $15M. The position accounts for 0.58% of the portfolio, ranked #46.

Chesley Taft & Associates first reported a position in MUB in Q2 2013 and has held it in 46 quarters since. The position peaked at $21.9M in Q3 2024. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Chesley Taft & Associates held 138,943 shares of iShares National Muni Bond ETF worth $15M as of Q2 2026.
  • Chesley Taft & Associates sold 450 iShares National Muni Bond ETF shares in Q2 2026, an estimated $48.1K.
  • iShares National Muni Bond ETF made up 0.58% of Chesley Taft & Associates's portfolio in Q2 2026, its #46 holding.
  • Chesley Taft & Associates first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 46 quarters since.
  • Chesley Taft & Associates's iShares National Muni Bond ETF position peaked at $21.9M in Q3 2024.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.