Clarity Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Clarity Asset 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	$382K	Sell	3,551 -61,209	-95%	-$6.55M	0.19%	51
2026 Q1	$6.87M	Sell	64,760 -8,650	-12%	-$930K	3.48%	11
2025 Q4	$7.86M	Buy	73,410 +1,821	+3%	+$195K	4.33%	8
2025 Q3	$7.62M	Buy	71,589 +3,469	+5%	+$363K	4.28%	8
2025 Q2	$7.12M	Buy	68,120 +3,819	+6%	+$397K	4.25%	8
2025 Q1	$6.78M	Sell	64,301 -34,134	-35%	-$3.63M	4.36%	9
2024 Q4	$10.5M	Buy	98,435 +1,599	+2%	+$172K	6.83%	5
2024 Q3	$10.5M	Sell	96,836 -10,667	-10%	-$1.15M	7.31%	6
2024 Q2	$11.5M	Buy	107,503 +1,925	+2%	+$205K	8.13%	5
2024 Q1	$11.4M	Buy	105,578 +34,941	+49%	+$3.77M	7.85%	5
2023 Q4	$7.66M	Buy	+70,637	New	+$7.38M	6.05%	7

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Clarity Asset Management's MUB Position: Q2 2026 in Review

Clarity Asset Management reduced its iShares National Muni Bond ETF (MUB) stake by 95% in Q2 2026, selling an estimated $6.55M and leaving 3,551 shares worth $382K. The position accounts for 0.19% of the portfolio, ranked #51.

Clarity Asset Management first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q2 2024. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Clarity Asset Management held 3,551 shares of iShares National Muni Bond ETF worth $382K as of Q2 2026.
Clarity Asset Management sold 61,209 iShares National Muni Bond ETF shares in Q2 2026, an estimated $6.55M.
iShares National Muni Bond ETF made up 0.19% of Clarity Asset Management's portfolio in Q2 2026, its #51 holding.
Clarity Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Clarity Asset Management's iShares National Muni Bond ETF position peaked at $11.5M in Q2 2024.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.