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Clarius Group LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Clarius Group LLC’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
2025
Q2 		– Sell
-20,426
Closed -$2.15M – 504
2025
Q1 		$2.15M Sell
20,426
-12,403
-38% -$1.32M 0.14% 65
2024
Q4 		$3.5M Sell
32,829
-28,895
-47% -$3.1M 0.24% 46
2024
Q3 		$6.71M Hold
61,724
– – 0.47% 31
2024
Q2 		$6.58M Sell
61,724
-15,648
-20% -$1.67M 0.47% 29
2024
Q1 		$8.33M Sell
77,372
-16,390
-17% -$1.77M 0.57% 26
2023
Q4 		$10.2M Buy
93,762
+81,283
+651% +$8.49M 0.84% 19
2023
Q3 		$1.28M Buy
+12,479
New +$1.32M 0.12% 93
2023
Q2 		– Sell
-8,393
Closed -$904K – 507
2023
Q1 		$904K Sell
8,393
-11,208
-57% -$1.2M 0.08% 142
2022
Q4 		$2.07M Buy
19,601
+16,973
+646% +$1.77M 0.19% 72
2022
Q3 		$270K Buy
+2,628
New +$279K 0.03% 374
2018
Q3 		– Sell
-10,424
Closed -$1.14M – 129
2018
Q2 		$1.14M Sell
10,424
-2,937
-22% -$319K 0.47% 32
2018
Q1 		$1.46M Sell
13,361
-2,830
-17% -$309K 0.66% 26
2017
Q4 		$1.79M Buy
16,191
+2,137
+15% +$236K 0.8% 23
2017
Q3 		$1.56M Buy
14,054
+952
+7% +$106K 0.66% 29
2017
Q2 		$1.44M Buy
13,102
+139
+1% +$15.3K 0.59% 29
2017
Q1 		$1.41M Sell
12,963
-7,134
-35% -$773K 0.58% 30
2016
Q4 		$2.17M Buy
20,097
+8,968
+81% +$982K 0.92% 20
2016
Q3 		$1.25M Sell
11,129
-166
-1% -$18.8K 0.59% 28
2016
Q2 		$1.29M Buy
11,295
+6,920
+158% +$779K 0.69% 23
2016
Q1 		$488K Hold
4,375
– – 0.27% 43
2015
Q4 		$484K Buy
+4,375
New +$480K 0.28% 37

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clarius Group LLC's MUB Position: Q2 2025 in Review

Clarius Group LLC sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 20,426 shares — an estimated $2.15M sold.

Clarius Group LLC first reported a position in MUB in Q4 2015 and held it in 21 quarters. The position peaked at $10.2M in Q4 2023. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Clarius Group LLC reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Clarius Group LLC sold 20,426 iShares National Muni Bond ETF shares in Q2 2025, an estimated $2.15M.
  • Clarius Group LLC first reported a position in iShares National Muni Bond ETF in Q4 2015 and held it in 21 quarters.
  • Clarius Group LLC's iShares National Muni Bond ETF position peaked at $10.2M in Q4 2023.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Clarius Group LLC's 13F filing for Q2 2025, filed 22 Jul 2025.