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

Clearstead 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
Q2 		$13.5M Buy
125,216
+3,175
+3% +$340K 0.13% 143
2026
Q1 		$13M Buy
122,041
+672
+0.6% +$72.3K 0.12% 145
2025
Q4 		$13M Buy
121,369
+828
+0.7% +$88.6K 0.16% 113
2025
Q3 		$12.8M Sell
120,541
-2,304
-2% -$241K 0.17% 118
2025
Q2 		$12.8M Sell
122,845
-3,655
-3% -$380K 0.18% 108
2025
Q1 		$13.3M Sell
126,500
-3,195
-2% -$340K 0.21% 100
2024
Q4 		$13.8M Buy
129,695
+6,427
+5% +$690K 0.21% 100
2024
Q3 		$13.4M Sell
123,268
-1,837
-1% -$198K 0.21% 101
2024
Q2 		$13.3M Buy
125,105
+95,242
+319% +$10.1M 0.23% 92
2024
Q1 		$3.19M Buy
29,863
+18,253
+157% +$1.97M 0.16% 110
2023
Q4 		$1.26M Sell
11,610
-11,186
-49% -$1.17M 0.07% 198
2023
Q3 		$2.34M Buy
22,796
+21,762
+2,105% +$2.3M 0.07% 192
2023
Q2 		$110K Buy
1,034
+948
+1,102% +$101K 0.01% 553
2023
Q1 		$9.27K Buy
86
+62
+258% +$6.63K ﹤0.01% 960
2022
Q4 		$2.53K Sell
24
-308
-93% -$32.1K ﹤0.01% 1058
2022
Q3 		$34K Buy
+332
New +$35.3K ﹤0.01% 685
2022
Q1 		– Sell
-23
Closed -$3K – 1433
2021
Q4 		$3K Buy
+23
New +$2.67K ﹤0.01% 1067

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Clearstead Advisors's MUB Position: Q2 2026 in Review

Clearstead Advisors increased its iShares National Muni Bond ETF (MUB) stake by 2.6% in Q2 2026, buying an estimated $340K and bringing the position to 125,216 shares worth $13.5M. The position accounts for 0.13% of the portfolio, ranked #143.

Clearstead Advisors first reported a position in MUB in Q4 2021 and has held it in 17 quarters since. The position peaked at $13.8M in Q4 2024. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Clearstead Advisors held 125,216 shares of iShares National Muni Bond ETF worth $13.5M as of Q2 2026.
  • Clearstead Advisors bought 3,175 iShares National Muni Bond ETF shares in Q2 2026, an estimated $340K.
  • iShares National Muni Bond ETF made up 0.13% of Clearstead Advisors's portfolio in Q2 2026, its #143 holding.
  • Clearstead Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Clearstead Advisors's iShares National Muni Bond ETF position peaked at $13.8M in Q4 2024.
  • 1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.