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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$47M Sell
436,441
-98,677
-18% -$10.6M 0.62% 28
2026
Q1 		$56.8M Sell
535,118
-46,890
-8% -$5.04M 0.83% 22
2025
Q4 		$62.3M Sell
582,008
-22,107
-4% -$2.37M 0.94% 21
2025
Q3 		$64.3M Sell
604,115
-93,441
-13% -$9.78M 1.02% 21
2025
Q2 		$72.9M Sell
697,556
-104,610
-13% -$10.9M 1.22% 19
2025
Q1 		$84.6M Sell
802,166
-322,533
-29% -$34.3M 1.58% 17
2024
Q4 		$120M Buy
1,124,699
+16,633
+2% +$1.79M 2.32% 12
2024
Q3 		$120M Sell
1,108,066
-9,418
-0.8% -$1.01M 2.77% 11
2024
Q2 		$119M Sell
1,117,484
-2,177
-0.2% -$232K 2.55% 10
2024
Q1 		$120M Buy
1,119,661
+28,027
+3% +$3.02M 2.74% 11
2023
Q4 		$118M Buy
1,091,634
+60,355
+6% +$6.31M 2.94% 10
2023
Q3 		$106M Sell
1,031,279
-9,248
-0.9% -$975K 2.96% 10
2023
Q2 		$111M Buy
1,040,527
+15,039
+1% +$1.61M 3.11% 9
2023
Q1 		$110M Buy
1,025,488
+116,630
+13% +$12.5M 3.26% 6
2022
Q4 		$95.9M Buy
+908,858
New +$94.7M 3.57% 7
2022
Q3 		– Sell
-1,139,401
Closed -$121M – 133
2022
Q2 		$121M Buy
1,139,401
+9,966
+0.9% +$1.06M 5.03% 4
2022
Q1 		$124M Sell
1,129,435
-59,222
-5% -$6.68M 4.42% 4
2021
Q4 		$138M Buy
1,188,657
+15,661
+1% +$1.82M 5.04% 3
2021
Q3 		$136M Buy
1,172,996
+56,954
+5% +$6.68M 5.34% 1
2021
Q2 		$131M Buy
1,116,042
+20,515
+2% +$2.4M 5.36% 1
2021
Q1 		$127M Buy
1,095,527
+87,404
+9% +$10.2M 6.01% 1
2020
Q4 		$118M Buy
1,008,123
+49,073
+5% +$5.7M 5.8% 2
2020
Q3 		$111M Buy
959,050
+33,213
+4% +$3.86M 6.27% 1
2020
Q2 		$107M Buy
+925,837
New +$105M 6.52% 1
2019
Q4 		$108M Buy
944,243
+35,246
+4% +$4.01M 8.54% 3
2019
Q3 		$104M Buy
908,997
+94,474
+12% +$10.8M 9.06% 1
2019
Q2 		$92.1M Buy
814,523
+79,197
+11% +$8.87M 9.24% 1
2019
Q1 		$81.8M Buy
735,326
+128,366
+21% +$14.1M 8.94% 2
2018
Q4 		$66.2M Sell
606,960
-141,577
-19% -$15.2M 6.59% 3
2018
Q3 		$80.8M Buy
748,537
+4,513
+0.6% +$491K 7.53% 2
2018
Q2 		$81.1M Buy
744,024
+4,786
+0.6% +$519K 7.93% 1
2018
Q1 		$80.5M Buy
739,238
+79,303
+12% +$8.65M 8.05% 1
2017
Q4 		$73.1M Buy
659,935
+26,875
+4% +$2.97M 7.51% 2
2017
Q3 		$70.2M Buy
633,060
+20,143
+3% +$2.23M 7.43% 2
2017
Q2 		$67.5M Sell
612,917
-23,182
-4% -$2.55M 7.53% 2
2017
Q1 		$69.3M Buy
636,099
+53,840
+9% +$5.84M 7.76% 2
2016
Q4 		$63M Sell
582,259
-41,636
-7% -$4.56M 7.21% 2
2016
Q3 		$70.3M Buy
623,895
+20,548
+3% +$2.33M 8.58% 2
2016
Q2 		$68.7M Buy
603,347
+47,341
+9% +$5.33M 9.94% 1
2016
Q1 		$62.1M Buy
556,006
+49,885
+10% +$5.55M 9.74% 2
2015
Q4 		$56M Buy
506,121
+63,894
+14% +$7.01M 9.41% 1
2015
Q3 		$48.4M Buy
442,227
+119,145
+37% +$13M 9.1% 2
2015
Q2 		$35M Buy
323,082
+278,492
+625% +$30.3M 6.98% 3
2015
Q1 		$4.93M Buy
+44,590
New +$4.93M 1.1% 18

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return