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 Q3	$252K	Sell	2,492 -1,282	-34%	-$135K	0.04%	145
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Clune & Associates's MUB Position: Q3 2026 in Review

Clune & Associates reduced its iShares National Muni Bond ETF (MUB) stake by 34% in Q3 2026, selling an estimated $135K and leaving 2,492 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #145.

Clune & Associates first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.96M in Q1 2025. 444 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Clune & Associates held 2,492 shares of iShares National Muni Bond ETF worth $252K as of Q3 2026.
Clune & Associates sold 1,282 iShares National Muni Bond ETF shares in Q3 2026, an estimated $135K.
iShares National Muni Bond ETF made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #145 holding.
Clune & Associates first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares National Muni Bond ETF position peaked at $2.96M in Q1 2025.
444 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.