Clune & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Clune & Associates’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	$406K	Sell	3,774 -7,325	-66%	-$783K	0.06%	128
2026 Q1	$1.18M	Sell	11,099 -15,628	-58%	-$1.68M	0.22%	80
2025 Q4	$2.86M	Buy	26,727 +11,605	+77%	+$1.24M	0.62%	47
2025 Q3	$1.61M	Sell	15,122 -1,186	-7%	-$124K	0.4%	65
2025 Q2	$1.7M	Sell	16,308 -11,779	-42%	-$1.22M	0.47%	57
2025 Q1	$2.96M	Buy	28,087 +295	+1%	+$31.4K	0.91%	34
2024 Q4	$2.96M	Buy	+27,792	New	+$2.99M	0.98%	33

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Clune & Associates's MUB Position: Q2 2026 in Review

Clune & Associates reduced its iShares National Muni Bond ETF (MUB) stake by 66% in Q2 2026, selling an estimated $783K and leaving 3,774 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #128.

Clune & Associates first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.96M in Q1 2025. 431 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Clune & Associates held 3,774 shares of iShares National Muni Bond ETF worth $406K as of Q2 2026.
Clune & Associates sold 7,325 iShares National Muni Bond ETF shares in Q2 2026, an estimated $783K.
iShares National Muni Bond ETF made up 0.06% of Clune & Associates's portfolio in Q2 2026, its #128 holding.
Clune & Associates first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's iShares National Muni Bond ETF position peaked at $2.96M in Q1 2025.
431 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.