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

Clark Wealth 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
2025 Q1	–	Sell	-25	Closed	-$2.66K	–	571
2024 Q4	$2.66K	Buy	+25	New	+$2.69K	﹤0.01%	318

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clark Wealth Partners's MUB Position: Q1 2025 in Review

Clark Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 25 shares — an estimated $2.66K sold.

Clark Wealth Partners first reported a position in MUB in Q4 2024 and held it in 1 quarter. The position peaked at $2.66K in Q4 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Clark Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Clark Wealth Partners sold 25 iShares National Muni Bond ETF shares in Q1 2025, an estimated $2.66K.
Clark Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 1 quarter.
Clark Wealth Partners's iShares National Muni Bond ETF position peaked at $2.66K in Q4 2024.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Clark Wealth Partners's 13F filing for Q1 2025, filed 4 Feb 2026.