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

Clark 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	$516K	Buy	4,799 +2,846	+146%	+$304K	0.04%	157
2026 Q1	$207K	Buy	1,953 +73	+4%	+$7.85K	0.02%	256
2025 Q4	$201K	Sell	1,880 -291	-13%	-$31.2K	0.02%	229
2025 Q3	$231K	Buy	2,171 +133	+7%	+$13.9K	0.03%	188
2025 Q2	$213K	Sell	2,038 -1,566	-43%	-$163K	0.03%	186
2025 Q1	$380K	Sell	3,604 -2,000	-36%	-$213K	0.06%	101
2024 Q4	$597K	Buy	+5,604	New	+$602K	0.11%	69

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

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

Clark Asset Management increased its iShares National Muni Bond ETF (MUB) stake by 146% in Q2 2026, buying an estimated $304K and bringing the position to 4,799 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #157.

Clark Asset Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $597K in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Clark Asset Management held 4,799 shares of iShares National Muni Bond ETF worth $516K as of Q2 2026.
Clark Asset Management bought 2,846 iShares National Muni Bond ETF shares in Q2 2026, an estimated $304K.
iShares National Muni Bond ETF made up 0.04% of Clark Asset Management's portfolio in Q2 2026, its #157 holding.
Clark Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Clark Asset Management's iShares National Muni Bond ETF position peaked at $597K in Q4 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.