Claro Advisors
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Claro Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Claro Advisors’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
Q3 		$2.8M Buy
27,710
+6,225
+29% +$653K 0.27% 66
2026
Q2 		$2.31M Buy
21,485
+756
+4% +$80.9K 0.24% 70
2026
Q1 		$2.2M Buy
20,729
+2,591
+14% +$279K 0.27% 70
2025
Q4 		$1.94M Buy
18,138
+2,383
+15% +$255K 0.26% 72
2025
Q3 		$1.68M Buy
15,755
+1,492
+10% +$156K 0.24% 85
2025
Q2 		$1.49M Buy
14,263
+65
+0.5% +$6.76K 0.25% 86
2025
Q1 		$1.5M Buy
14,198
+738
+5% +$78.5K 0.2% 93
2024
Q4 		$1.43M Sell
13,460
-479
-3% -$51.5K 0.19% 96
2024
Q3 		$1.51M Buy
13,939
+3,198
+30% +$345K 0.2% 102
2024
Q2 		$1.14M Buy
10,741
+4,408
+70% +$469K 0.18% 112
2024
Q1 		$681K Buy
6,333
+4,226
+201% +$456K 0.12% 191
2023
Q4 		$228K Sell
2,107
-204
-9% -$21.3K 0.05% 349
2023
Q3 		$237K Buy
+2,311
New +$244K 0.06% 314
2021
Q3 		– Sell
-2,415
Closed -$283K – 262
2021
Q2 		$283K Buy
2,415
+57
+2% +$6.66K 0.13% 171
2021
Q1 		$274K Sell
2,358
-537
-19% -$62.6K 0.14% 165
2020
Q4 		$339K Hold
2,895
– – 0.18% 146
2020
Q3 		$336K Buy
2,895
+307
+12% +$35.7K 0.21% 129
2020
Q2 		$299K Buy
+2,588
New +$294K 0.21% 137
2019
Q1 		– Sell
-1,055
Closed -$114K – 663
2018
Q4 		$114K Buy
+1,055
New +$114K 0.09% 206

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Claro Advisors's MUB Position: Q3 2026 in Review

Claro Advisors increased its iShares National Muni Bond ETF (MUB) stake by 29% in Q3 2026, buying an estimated $653K and bringing the position to 27,710 shares worth $2.8M. The position accounts for 0.27% of the portfolio, ranked #66.

Claro Advisors first reported a position in MUB in Q4 2018 and has held it in 19 quarters since. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Claro Advisors held 27,710 shares of iShares National Muni Bond ETF worth $2.8M as of Q3 2026.
  • Claro Advisors bought 6,225 iShares National Muni Bond ETF shares in Q3 2026, an estimated $653K.
  • iShares National Muni Bond ETF made up 0.27% of Claro Advisors's portfolio in Q3 2026, its #66 holding.
  • Claro Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 19 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.