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

Crumly & 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	$1,000K	Sell	9,291 -8,594	-48%	-$919K	0.19%	71
2026 Q1	$1.9M	Sell	17,885 -2,597	-13%	-$279K	0.4%	52
2025 Q4	$2.19M	Buy	20,482 +118	+0.6%	+$12.6K	0.46%	47
2025 Q3	$2.17M	Buy	20,364 +9,804	+93%	+$1.03M	0.47%	45
2025 Q2	$1.1M	Sell	10,560 -7,124	-40%	-$741K	0.27%	57
2025 Q1	$1.86M	Buy	17,684 +474	+3%	+$50.4K	0.51%	41
2024 Q4	$1.83M	Buy	17,210 +238	+1%	+$25.6K	0.5%	42
2024 Q3	$1.84M	Buy	16,972 +5,571	+49%	+$600K	0.51%	45
2024 Q2	$1.21M	Buy	11,401 +2,757	+32%	+$294K	0.35%	51
2024 Q1	$930K	Buy	+8,644	New	+$933K	0.24%	61

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

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

Crumly & Associates reduced its iShares National Muni Bond ETF (MUB) stake by 48% in Q2 2026, selling an estimated $919K and leaving 9,291 shares worth $1,000K. The position accounts for 0.19% of the portfolio, ranked #71.

Crumly & Associates first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.19M in Q4 2025. 532 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Crumly & Associates held 9,291 shares of iShares National Muni Bond ETF worth $1,000K as of Q2 2026.
Crumly & Associates sold 8,594 iShares National Muni Bond ETF shares in Q2 2026, an estimated $919K.
iShares National Muni Bond ETF made up 0.19% of Crumly & Associates's portfolio in Q2 2026, its #71 holding.
Crumly & Associates first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Crumly & Associates's iShares National Muni Bond ETF position peaked at $2.19M in Q4 2025.
532 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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