Clarion Wealth Managment Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Clarion Wealth Managment Partners’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	$588K	Sell	5,460 -20	-0.4%	-$2.14K	0.47%	48
2026 Q1	$582K	Sell	5,480 -110	-2%	-$11.8K	0.53%	47
2025 Q4	$599K	Sell	5,590 -3	-0.1%	-$321	0.55%	46
2025 Q3	$596K	Buy	5,593 +23	+0.4%	+$2.41K	0.59%	43
2025 Q2	$582K	Buy	+5,570	New	+$579K	0.64%	42

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Clarion Wealth Managment Partners's MUB Position: Q2 2026 in Review

Clarion Wealth Managment Partners reduced its iShares National Muni Bond ETF (MUB) stake by 0.36% in Q2 2026, selling an estimated $2.14K and leaving 5,460 shares worth $588K. The position accounts for 0.47% of the portfolio, ranked #48.

Clarion Wealth Managment Partners first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $599K in Q4 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Clarion Wealth Managment Partners held 5,460 shares of iShares National Muni Bond ETF worth $588K as of Q2 2026.
Clarion Wealth Managment Partners sold 20 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.14K.
iShares National Muni Bond ETF made up 0.47% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #48 holding.
Clarion Wealth Managment Partners first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Clarion Wealth Managment Partners's iShares National Muni Bond ETF position peaked at $599K in Q4 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.