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

Flaharty Asset Management’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	–	Sell	-7,197	Closed	-$764K	–	99
2026 Q1	$764K	Buy	7,197 +160	+2%	+$17.2K	0.09%	62
2025 Q4	$754K	Buy	7,037 +22	+0.3%	+$2.35K	0.09%	66
2025 Q3	$747K	Buy	7,015 +138	+2%	+$14.4K	0.09%	59
2025 Q2	$719K	Hold	6,877	–	–	0.1%	59
2025 Q1	$725K	Buy	6,877 +212	+3%	+$22.5K	0.1%	57
2024 Q4	$710K	Hold	6,665	–	–	0.1%	61
2024 Q3	$724K	Buy	6,665 +952	+17%	+$103K	0.1%	61
2024 Q2	$609K	Hold	5,713	–	–	0.09%	62
2024 Q1	$615K	Buy	5,713 +105	+2%	+$11.3K	0.09%	66
2023 Q4	$608K	Hold	5,608	–	–	0.1%	63
2023 Q3	$575K	Hold	5,608	–	–	0.1%	57
2023 Q2	$599K	Buy	5,608 +54	+1%	+$5.77K	0.1%	56
2023 Q1	$598K	Buy	5,554 +42	+0.8%	+$4.49K	0.11%	56
2022 Q4	$582K	Sell	5,512 -255	-4%	-$26.6K	0.11%	62
2022 Q3	$592K	Buy	5,767 +235	+4%	+$25K	0.12%	60
2022 Q2	$588K	Buy	5,532 +20	+0.4%	+$2.13K	0.12%	59
2022 Q1	$604K	Hold	5,512	–	–	0.11%	55
2021 Q4	$641K	Hold	5,512	–	–	0.12%	58
2021 Q3	$640K	Buy	5,512 +212	+4%	+$24.9K	0.13%	57
2021 Q2	$621K	Hold	5,300	–	–	0.13%	63
2021 Q1	$615K	Sell	5,300 -6,965	-57%	-$812K	0.14%	58
2020 Q4	$1.44M	Sell	12,265 -4,360	-26%	-$506K	0.36%	39
2020 Q3	$1.93M	Buy	16,625 +558	+3%	+$64.8K	0.61%	23
2020 Q2	$1.85M	Buy	16,067 +7	+0%	+$795	0.65%	22
2020 Q1	$1.81M	Hold	16,060	–	–	0.84%	20
2019 Q4	$1.83M	Hold	16,060	–	–	0.65%	21
2019 Q3	$1.83M	Buy	16,060 +3,305	+26%	+$377K	0.69%	21
2019 Q2	$1.44M	Buy	12,755 +2,360	+23%	+$264K	0.56%	21
2019 Q1	$1.16M	Buy	10,395 +860	+9%	+$94.3K	0.46%	22
2018 Q4	$1.04M	Buy	9,535 +1,236	+15%	+$133K	0.44%	23
2018 Q3	$894K	Buy	8,299 +130	+2%	+$14.1K	0.35%	25
2018 Q2	$891K	Sell	8,169 -100	-1%	-$10.9K	0.35%	26
2018 Q1	$898K	Sell	8,269 -1,200	-13%	-$131K	0.38%	28
2017 Q4	$1.05M	Hold	9,469	–	–	0.46%	25
2017 Q3	$1.05M	Buy	9,469 +9,459	+94,590%	+$1.05M	0.54%	21
2017 Q2	$1.05K	Sell	10 -9,559	-100%	-$1.05M	0.59%	20
2017 Q1	$1.04M	Buy	+9,569	New	+$1.04M	0.65%	20

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Flaharty Asset Management's MUB Position: Q2 2026 in Review

Flaharty Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 7,197 shares — an estimated $764K sold.

Flaharty Asset Management first reported a position in MUB in Q1 2017 and held it in 37 quarters. The position peaked at $1.93M in Q3 2020. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Flaharty Asset Management reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Flaharty Asset Management sold 7,197 iShares National Muni Bond ETF shares in Q2 2026, an estimated $764K.
Flaharty Asset Management first reported a position in iShares National Muni Bond ETF in Q1 2017 and held it in 37 quarters.
Flaharty Asset Management's iShares National Muni Bond ETF position peaked at $1.93M in Q3 2020.
322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.