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Grove Bank & Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Grove Bank & Trust’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 		$3.18M Sell
29,558
-586
-2% -$62.7K 0.32% 58
2026
Q1 		$3.2M Buy
30,144
+1,703
+6% +$183K 0.36% 57
2025
Q4 		$3.05M Sell
28,441
-5,316
-16% -$569K 0.34% 58
2025
Q3 		$3.59M Sell
33,757
-4,932
-13% -$516K 0.42% 53
2025
Q2 		$4.04M Sell
38,689
-1,425
-4% -$148K 0.5% 46
2025
Q1 		$4.23M Buy
40,114
+3,690
+10% +$392K 0.57% 40
2024
Q4 		$3.88M Buy
36,424
+5,179
+17% +$556K 0.54% 39
2024
Q3 		$3.39M Buy
31,245
+707
+2% +$76.2K 0.5% 46
2024
Q2 		$3.25M Sell
30,538
-4,689
-13% -$499K 0.52% 41
2024
Q1 		$3.79M Sell
35,227
-18,404
-34% -$1.99M 0.64% 36
2023
Q4 		$5.81M Sell
53,631
-1,688
-3% -$176K 1.07% 20
2023
Q3 		$5.67M Sell
55,319
-2,544
-4% -$268K 1.16% 19
2023
Q2 		$6.18M Sell
57,863
-360
-0.6% -$38.5K 1.25% 16
2023
Q1 		$6.27M Sell
58,223
-2,940
-5% -$314K 1.33% 16
2022
Q4 		$6.45M Sell
61,163
-9,199
-13% -$959K 1.42% 14
2022
Q3 		$7.22M Buy
70,362
+4,212
+6% +$448K 1.79% 11
2022
Q2 		$7.04M Sell
66,150
-14,585
-18% -$1.56M 1.68% 11
2022
Q1 		$8.85M Buy
80,735
+10,106
+14% +$1.14M 1.74% 12
2021
Q4 		$8.21M Buy
70,629
+11,041
+19% +$1.28M 1.57% 11
2021
Q3 		$6.92M Buy
59,588
+4,649
+8% +$545K 1.46% 13
2021
Q2 		$6.44M Buy
54,939
+2,026
+4% +$237K 1.39% 13
2021
Q1 		$6.14M Buy
52,913
+3,609
+7% +$421K 1.44% 13
2020
Q4 		$5.78M Buy
49,304
+3,018
+7% +$351K 1.5% 13
2020
Q3 		$5.37M Buy
46,286
+24,708
+115% +$2.87M 1.64% 13
2020
Q2 		$2.49M Buy
21,578
+1,256
+6% +$143K 0.82% 29
2020
Q1 		$2.3M Buy
20,322
+1,284
+7% +$147K 0.91% 24
2019
Q4 		$2.17M Buy
19,038
+7,943
+72% +$905K 0.65% 35
2019
Q3 		$1.27M Buy
11,095
+1,795
+19% +$205K 0.41% 62
2019
Q2 		$1.05M Buy
9,300
+2,935
+46% +$329K 0.38% 66
2019
Q1 		$708K Buy
6,365
+4,050
+175% +$444K 0.27% 90
2018
Q4 		$252K Sell
2,315
-1,336
-37% -$144K 0.12% 144
2018
Q3 		$394K Sell
3,651
-26
-0.7% -$2.83K 0.16% 122
2018
Q2 		$401K Buy
+3,677
New +$399K 0.17% 123
2017
Q1 		– Sell
-60
Closed -$6K – 567
2016
Q4 		$6K Hold
60
– – ﹤0.01% 438
2016
Q3 		$7K Hold
60
– – 0.01% 223
2016
Q2 		$7K Hold
60
– – 0.01% 224
2016
Q1 		$7K Hold
60
– – 0.01% 238
2015
Q4 		$7K Buy
+60
New +$6.58K 0.01% 287

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
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
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

Grove Bank & Trust's MUB Position: Q2 2026 in Review

Grove Bank & Trust reduced its iShares National Muni Bond ETF (MUB) stake by 1.9% in Q2 2026, selling an estimated $62.7K and leaving 29,558 shares worth $3.18M. The position accounts for 0.32% of the portfolio, ranked #58.

Grove Bank & Trust first reported a position in MUB in Q4 2015 and has held it in 38 quarters since. The position peaked at $8.85M in Q1 2022. 435 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Grove Bank & Trust held 29,558 shares of iShares National Muni Bond ETF worth $3.18M as of Q2 2026.
  • Grove Bank & Trust sold 586 iShares National Muni Bond ETF shares in Q2 2026, an estimated $62.7K.
  • iShares National Muni Bond ETF made up 0.32% of Grove Bank & Trust's portfolio in Q2 2026, its #58 holding.
  • Grove Bank & Trust first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 38 quarters since.
  • Grove Bank & Trust's iShares National Muni Bond ETF position peaked at $8.85M in Q1 2022.
  • 435 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.