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Twele Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Twele Capital 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 		$1.79M Buy
16,623
+5,454
+49% +$583K 0.29% 22
2026
Q1 		$1.19M Sell
11,169
-44
-0.4% -$4.73K 0.21% 24
2025
Q4 		$1.2M Buy
11,213
+135
+1% +$14.5K 0.21% 24
2025
Q3 		$1.18M Buy
11,078
+1,885
+21% +$197K 0.22% 23
2025
Q2 		$961K Buy
9,193
+493
+6% +$51.3K 0.19% 26
2025
Q1 		$917K Buy
8,700
+123
+1% +$13.1K 0.19% 26
2024
Q4 		$914K Buy
8,577
+300
+4% +$32.2K 0.19% 26
2024
Q3 		$899K Sell
8,277
-2,481
-23% -$267K 0.19% 25
2024
Q2 		$1.15M Buy
10,758
+603
+6% +$64.2K 0.26% 23
2024
Q1 		$1.09M Buy
10,155
+276
+3% +$29.8K 0.25% 23
2023
Q4 		$1.07M Sell
9,879
-13,329
-57% -$1.39M 0.17% 28
2023
Q3 		$2.38M Sell
23,208
-1,432
-6% -$151K 0.41% 23
2023
Q2 		$2.63M Buy
24,640
+279
+1% +$29.8K 0.42% 23
2023
Q1 		$2.62M Sell
24,361
-530
-2% -$56.6K 0.43% 25
2022
Q4 		$2.63M Buy
24,891
+5,238
+27% +$546K 0.43% 25
2022
Q3 		$2.02M Sell
19,653
-5,000
-20% -$532K 0.35% 26
2022
Q2 		$2.62M Buy
24,653
+2,230
+10% +$238K 0.41% 26
2022
Q1 		$2.46M Sell
22,423
-311
-1% -$35.1K 0.33% 28
2021
Q4 		$2.64M Buy
22,734
+856
+4% +$99.4K 0.33% 28
2021
Q3 		$2.54M Buy
21,878
+914
+4% +$107K 0.33% 28
2021
Q2 		$2.46M Buy
20,964
+1,155
+6% +$135K 0.38% 27
2021
Q1 		$2.3M Sell
19,809
-68
-0.3% -$7.93K 0.37% 27
2020
Q4 		$2.33M Buy
19,877
+866
+5% +$101K 0.42% 25
2020
Q3 		$2.2M Buy
19,011
+289
+2% +$33.6K 0.43% 26
2020
Q2 		$2.16M Sell
18,722
-624
-3% -$70.8K 0.43% 25
2020
Q1 		$2.19M Buy
19,346
+66
+0.3% +$7.53K 0.48% 26
2019
Q4 		$2.2M Buy
19,280
+1,061
+6% +$121K 0.41% 26
2019
Q3 		$2.08M Buy
18,219
+310
+2% +$35.4K 0.41% 26
2019
Q2 		$2.02M Buy
17,909
+396
+2% +$44.3K 0.41% 27
2019
Q1 		$1.95M Buy
17,513
+1,579
+10% +$173K 0.43% 25
2018
Q4 		$1.74M Buy
15,934
+1,268
+9% +$136K 0.4% 27
2018
Q3 		$1.58M Sell
14,666
-75
-0.5% -$8.15K 0.36% 26
2018
Q2 		$1.61M Buy
14,741
+501
+4% +$54.4K 0.37% 26
2018
Q1 		$1.55M Buy
14,240
+270
+2% +$29.5K 0.36% 26
2017
Q4 		$1.55M Buy
13,970
+1,293
+10% +$143K 0.35% 26
2017
Q3 		$1.41M Buy
12,677
+79
+0.6% +$8.77K 0.34% 26
2017
Q2 		$1.39M Buy
12,598
+657
+6% +$72.2K 0.35% 26
2017
Q1 		$1.3M Buy
11,941
+770
+7% +$83.5K 0.34% 28
2016
Q4 		$1.21M Buy
11,171
+407
+4% +$44.6K 0.32% 29
2016
Q3 		$1.21M Buy
10,764
+70
+0.7% +$7.93K 0.33% 28
2016
Q2 		$1.22M Buy
10,694
+247
+2% +$27.8K 0.34% 28
2016
Q1 		$1.17M Buy
10,447
+3,572
+52% +$398K 0.34% 28
2015
Q4 		$761K Sell
6,875
-5,546
-45% -$609K 0.23% 39
2015
Q3 		$1.36M Buy
12,421
+78
+0.6% +$8.49K 0.41% 40
2015
Q2 		$1.34M Buy
12,343
+461
+4% +$50.2K 0.38% 44
2015
Q1 		$1.31M Sell
11,882
-75
-0.6% -$8.3K 0.37% 44
2014
Q4 		$1.32M Buy
11,957
+190
+2% +$20.9K 0.38% 43
2014
Q3 		$1.29M Buy
11,767
+534
+5% +$58.2K 0.38% 43
2014
Q2 		$1.22M Hold
11,233
– – 0.36% 44
2014
Q1 		$1.2M Hold
11,233
– – 0.36% 46
2013
Q4 		$1.17M Buy
11,233
+673
+6% +$70.2K 0.37% 43
2013
Q3 		$1.1M Buy
10,560
+200
+2% +$20.7K 0.36% 44
2013
Q2 		$1.09M Buy
+10,360
New +$1.13M 0.37% 42

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
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
FG
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
GI
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

Twele Capital Management's MUB Position: Q2 2026 in Review

Twele Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 49% in Q2 2026, buying an estimated $583K and bringing the position to 16,623 shares worth $1.79M. The position accounts for 0.29% of the portfolio, ranked #22.

Twele Capital Management first reported a position in MUB in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.64M in Q4 2021. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Twele Capital Management held 16,623 shares of iShares National Muni Bond ETF worth $1.79M as of Q2 2026.
  • Twele Capital Management bought 5,454 iShares National Muni Bond ETF shares in Q2 2026, an estimated $583K.
  • iShares National Muni Bond ETF made up 0.29% of Twele Capital Management's portfolio in Q2 2026, its #22 holding.
  • Twele Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Twele Capital Management's iShares National Muni Bond ETF position peaked at $2.64M in Q4 2021.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.