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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claro Advisors's MUB Position: Q1 2026 in Review

Claro Advisors increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q1 2026, buying an estimated $279K and bringing the position to 20,729 shares worth $2.2M. The position accounts for 0.27% of the portfolio, ranked #70.

Claro Advisors first reported a position in MUB in Q4 2018 and has held it in 17 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Claro Advisors held 20,729 shares of iShares National Muni Bond ETF worth $2.2M as of Q1 2026.
  • Claro Advisors bought 2,591 iShares National Muni Bond ETF shares in Q1 2026, an estimated $279K.
  • iShares National Muni Bond ETF made up 0.27% of Claro Advisors's portfolio in Q1 2026, its #70 holding.
  • Claro Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 17 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.