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

Clifford 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 		$3.02M Sell
28,405
-1,562
-5% -$168K 2.32% 9
2025
Q4 		$3.21M Sell
29,967
-16
-0.1% -$1.71K 2.48% 7
2025
Q3 		$3.19M Sell
29,983
-13,125
-30% -$1.37M 2.49% 7
2025
Q2 		$4.5M Buy
43,108
+520
+1% +$54.1K 3.7% 5
2025
Q1 		$4.49M Buy
42,588
+15,509
+57% +$1.65M 4.19% 5
2024
Q4 		$2.89M Sell
27,079
-9,874
-27% -$1.06M 2.2% 8
2024
Q3 		$4.01M Sell
36,953
-2,722
-7% -$293K 3.12% 6
2024
Q2 		$4.23M Sell
39,675
-184
-0.5% -$19.6K 3.41% 6
2024
Q1 		$4.29M Sell
39,859
-7,324
-16% -$790K 3.54% 5
2023
Q4 		$5.12M Buy
47,183
+6,454
+16% +$674K 4.74% 5
2023
Q3 		$4.18M Buy
40,729
+1,156
+3% +$122K 4.53% 4
2023
Q2 		$4.22M Buy
39,573
+5,368
+16% +$574K 4.54% 4
2023
Q1 		$3.69M Buy
34,205
+3,550
+12% +$379K 4.47% 4
2022
Q4 		$3.23M Buy
+30,655
New +$3.19M 4.04% 5

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

Clifford Group's MUB Position: Q1 2026 in Review

Clifford Group reduced its iShares National Muni Bond ETF (MUB) stake by 5.2% in Q1 2026, selling an estimated $168K and leaving 28,405 shares worth $3.02M. The position accounts for 2.32% of the portfolio, ranked #9.

Clifford Group first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.12M in Q4 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Clifford Group held 28,405 shares of iShares National Muni Bond ETF worth $3.02M as of Q1 2026.
  • Clifford Group sold 1,562 iShares National Muni Bond ETF shares in Q1 2026, an estimated $168K.
  • iShares National Muni Bond ETF made up 2.32% of Clifford Group's portfolio in Q1 2026, its #9 holding.
  • Clifford Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Clifford Group's iShares National Muni Bond ETF position peaked at $5.12M in Q4 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.