CWA Asset Management Group’s iShares National Muni Bond ETF MUB Stock Holding History

CWA Asset Management 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 Q2	$10.8M	Buy	100,214 +12,070	+14%	+$1.29M	0.33%	59
2026 Q1	$9.36M	Buy	88,144 +4,886	+6%	+$525K	0.32%	68
2025 Q4	$8.92M	Sell	83,258 -1,810	-2%	-$194K	0.32%	62
2025 Q3	$9.06M	Sell	85,068 -15,100	-15%	-$1.58M	0.34%	60
2025 Q2	$10.5M	Buy	100,168 +6,411	+7%	+$667K	0.44%	51
2025 Q1	$9.89M	Buy	93,757 +9,408	+11%	+$1M	0.47%	50
2024 Q4	$8.99M	Buy	84,349 +10,477	+14%	+$1.13M	0.45%	53
2024 Q3	$8.02M	Buy	+73,872	New	+$7.96M	0.43%	55
2024 Q1	$5.97M	Buy	55,520 +23,143	+71%	+$2.5M	0.36%	70
2023 Q4	$3.51M	Sell	32,377 -173,291	-84%	-$18.1M	0.24%	93
2023 Q3	$21.1M	Buy	205,668 +32,655	+19%	+$3.44M	1.56%	10
2023 Q2	$18.5M	Buy	173,013 +38,962	+29%	+$4.16M	1.27%	15
2023 Q1	$14.4M	Buy	134,051 +99,052	+283%	+$10.6M	1.07%	23
2022 Q4	$3.69M	Buy	34,999 +28,604	+447%	+$2.98M	0.3%	79
2022 Q3	$656K	Buy	6,395 +3,623	+131%	+$385K	0.06%	148
2022 Q2	$295K	Buy	+2,772	New	+$296K	0.03%	233
2021 Q1	–	Sell	-9,089	Closed	-$1.06M	–	287
2020 Q4	$1.06M	Buy	+9,089	New	+$1.06M	0.11%	119
2020 Q2	–	Sell	-4,506	Closed	-$509K	–	236
2020 Q1	$509K	Sell	4,506 -22,663	-83%	-$2.59M	0.1%	117
2019 Q4	$3.1M	Sell	27,169 -4,853	-15%	-$553K	0.5%	62
2019 Q3	$3.65M	Buy	32,022 +7,785	+32%	+$888K	0.59%	60
2019 Q2	$2.74M	Buy	24,237 +3,529	+17%	+$395K	0.47%	66
2019 Q1	$2.3M	Buy	20,708 +11,259	+119%	+$1.23M	0.44%	65
2018 Q4	$1.03M	Buy	9,449 +736	+8%	+$79.2K	0.24%	82
2018 Q3	$940K	Buy	8,713 +3,340	+62%	+$363K	0.21%	85
2018 Q2	$586K	Buy	5,373 +1,409	+36%	+$153K	0.14%	108
2018 Q1	$432K	Sell	3,964 -386	-9%	-$42.1K	0.11%	118
2017 Q4	$482K	Hold	4,350	–	–	0.13%	113
2017 Q3	$482K	Sell	4,350 -36	-0.8%	-$3.99K	0.14%	100
2017 Q2	$483K	Buy	4,386 +1,766	+67%	+$194K	0.15%	95
2017 Q1	$285K	Buy	2,620 +273	+12%	+$29.6K	0.1%	125
2016 Q4	$254K	Buy	2,347 +540	+30%	+$59.1K	0.11%	131
2016 Q3	$204K	Buy	+1,807	New	+$205K	0.11%	124

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

CWA Asset Management Group's MUB Position: Q2 2026 in Review

CWA Asset Management Group increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q2 2026, buying an estimated $1.29M and bringing the position to 100,214 shares worth $10.8M. The position accounts for 0.33% of the portfolio, ranked #59.

CWA Asset Management Group first reported a position in MUB in Q3 2016 and has held it in 32 quarters since. The position peaked at $21.1M in Q3 2023. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

CWA Asset Management Group held 100,214 shares of iShares National Muni Bond ETF worth $10.8M as of Q2 2026.
CWA Asset Management Group bought 12,070 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.29M.
iShares National Muni Bond ETF made up 0.33% of CWA Asset Management Group's portfolio in Q2 2026, its #59 holding.
CWA Asset Management Group first reported a position in iShares National Muni Bond ETF in Q3 2016 and has held it in 32 quarters since.
CWA Asset Management Group's iShares National Muni Bond ETF position peaked at $21.1M in Q3 2023.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.