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Indiana Trust & Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Indiana Trust & Investment 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 		$56.2K Sell
522
-2,004
-79% -$214K 0.02% 290
2026
Q1 		$268K Buy
2,526
+2,004
+384% +$215K 0.08% 154
2025
Q4 		$55.9K Hold
522
– – 0.02% 282
2025
Q3 		$55.6K Buy
+522
New +$54.6K 0.02% 280
2025
Q2 		– Sell
-264
Closed -$27.8K – 492
2025
Q1 		$27.8K Sell
264
-383
-59% -$40.7K 0.01% 324
2024
Q4 		$68.9K Hold
647
– – 0.02% 257
2024
Q3 		$70.3K Buy
647
+264
+69% +$28.4K 0.02% 262
2024
Q2 		$40.8K Sell
383
-216
-36% -$23K 0.02% 300
2024
Q1 		$64.5K Buy
+599
New +$64.6K 0.03% 259

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Indiana Trust & Investment Management's MUB Position: Q2 2026 in Review

Indiana Trust & Investment Management reduced its iShares National Muni Bond ETF (MUB) stake by 79% in Q2 2026, selling an estimated $214K and leaving 522 shares worth $56.2K. The position accounts for 0.02% of the portfolio, ranked #290.

Indiana Trust & Investment Management first reported a position in MUB in Q1 2024 and has held it in 9 quarters since. The position peaked at $268K in Q1 2026. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Indiana Trust & Investment Management held 522 shares of iShares National Muni Bond ETF worth $56.2K as of Q2 2026.
  • Indiana Trust & Investment Management sold 2,004 iShares National Muni Bond ETF shares in Q2 2026, an estimated $214K.
  • iShares National Muni Bond ETF made up 0.02% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #290 holding.
  • Indiana Trust & Investment Management first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Indiana Trust & Investment Management's iShares National Muni Bond ETF position peaked at $268K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.