Clifford Swan Investment Counsel’s iShares National Muni Bond ETF MUB Stock Holding History

Clifford Swan Investment Counsel’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	$295K	Buy	2,741 +194	+8%	+$20.7K	0.01%	289
2026 Q1	$270K	Hold	2,547	–	–	0.01%	284
2025 Q4	$273K	Sell	2,547 -934	-27%	-$100K	0.01%	279
2025 Q3	$371K	Hold	3,481	–	–	0.01%	249
2025 Q2	$364K	Buy	+3,481	New	+$362K	0.01%	247
2022 Q3	–	Sell	-3,506	Closed	-$373K	–	316
2022 Q2	$373K	Buy	+3,506	New	+$374K	0.02%	252

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Clifford Swan Investment Counsel's MUB Position: Q2 2026 in Review

Clifford Swan Investment Counsel increased its iShares National Muni Bond ETF (MUB) stake by 7.6% in Q2 2026, buying an estimated $20.7K and bringing the position to 2,741 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #289.

Clifford Swan Investment Counsel first reported a position in MUB in Q2 2022 and has held it in 6 quarters since. The position peaked at $373K in Q2 2022. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Clifford Swan Investment Counsel held 2,741 shares of iShares National Muni Bond ETF worth $295K as of Q2 2026.
Clifford Swan Investment Counsel bought 194 iShares National Muni Bond ETF shares in Q2 2026, an estimated $20.7K.
iShares National Muni Bond ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #289 holding.
Clifford Swan Investment Counsel first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 6 quarters since.
Clifford Swan Investment Counsel's iShares National Muni Bond ETF position peaked at $373K in Q2 2022.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.