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Clean Yield Group’s iShares National Muni Bond ETF MUB Stock Holding History

Clean Yield Group’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 		$49.4K Hold
465
– – 0.01% 227
2025
Q4 		$49.8K Buy
465
+1
+0.2% +$107 0.01% 232
2025
Q3 		$49.4K Buy
464
+4
+0.9% +$419 0.01% 229
2025
Q2 		$48.1K Buy
460
+3
+0.7% +$312 0.01% 227
2025
Q1 		$48.1K Buy
457
+3
+0.7% +$319 0.02% 228
2024
Q4 		$48.4K Buy
454
+4
+0.9% +$430 0.02% 231
2024
Q3 		$48.8K Buy
450
+4
+0.9% +$431 0.02% 231
2024
Q2 		$47.6K Sell
446
-90
-17% -$9.59K 0.02% 232
2024
Q1 		$57.7K Buy
536
+2
+0.4% +$216 0.02% 220
2023
Q4 		$57.9K Buy
534
+4
+0.8% +$418 0.02% 220
2023
Q3 		$54.6K Buy
530
+5
+1% +$527 0.02% 219
2023
Q2 		$56.1K Buy
525
+3
+0.6% +$321 0.02% 228
2023
Q1 		$56.2K Buy
522
+2
+0.4% +$214 0.02% 226
2022
Q4 		$54.8K Buy
520
+4
+0.8% +$417 0.02% 226
2022
Q3 		$53K Sell
516
-55
-10% -$5.85K 0.02% 217
2022
Q2 		$61K Sell
571
-1,597
-74% -$170K 0.03% 216
2022
Q1 		$238K Buy
2,168
+1
+0% +$113 0.08% 132
2021
Q4 		$252K Sell
2,167
-433
-17% -$50.3K 0.08% 138
2021
Q3 		$302K Buy
2,600
+1,220
+88% +$143K 0.1% 125
2021
Q2 		$162K Buy
+1,380
New +$161K 0.06% 160
2021
Q1 		– Sell
-1,377
Closed -$161K – 293
2020
Q4 		$161K Buy
1,377
+2
+0.1% +$232 0.06% 153
2020
Q3 		$159K Buy
1,375
+177
+15% +$20.6K 0.06% 140
2020
Q2 		$138K Buy
1,198
+1,040
+658% +$118K 0.06% 143
2020
Q1 		$18K Hold
158
– – 0.01% 279
2019
Q4 		$18K Buy
+158
New +$18K 0.01% 284
2016
Q4 		– Sell
-310
Closed -$35K – 222
2016
Q3 		$35K Buy
+310
New +$35.1K 0.02% 209

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

Clean Yield Group's MUB Position: Q1 2026 in Review

Clean Yield Group held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 465 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #227.

Clean Yield Group first reported a position in MUB in Q3 2016 and has held it in 26 quarters since. The position peaked at $302K in Q3 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Clean Yield Group held 465 shares of iShares National Muni Bond ETF worth $49.4K as of Q1 2026.
  • Clean Yield Group left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.01% of Clean Yield Group's portfolio in Q1 2026, its #227 holding.
  • Clean Yield Group first reported a position in iShares National Muni Bond ETF in Q3 2016 and has held it in 26 quarters since.
  • Clean Yield Group's iShares National Muni Bond ETF position peaked at $302K in Q3 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.