TCI Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,951
| Closed | -$206K | – | 263 |
|
|
2025
Q1 | $206K | Sell |
1,951
-99
| -5% | -$10.5K | 0.02% | 223 |
|
|
2024
Q4 | $218K | Hold |
2,050
| – | – | 0.02% | 212 |
|
|
2024
Q3 | $223K | Buy |
+2,050
| New | +$221K | 0.02% | 217 |
|
|
2023
Q2 | – | Sell |
-6,267
| Closed | -$675K | – | 1461 |
|
|
2023
Q1 | $675K | Buy |
6,267
+5,543
| +766% | +$592K | 0.09% | 88 |
|
|
2022
Q4 | $76.4K | Buy |
724
+7
| +1% | +$730 | 0.01% | 312 |
|
|
2022
Q3 | $74K | Sell |
717
-14
| -2% | -$1.49K | 0.01% | 293 |
|
|
2022
Q2 | $78K | Hold |
731
| – | – | 0.01% | 287 |
|
|
2022
Q1 | $81K | Sell |
731
-561
| -43% | -$63.3K | 0.01% | 300 |
|
|
2021
Q4 | $150K | Buy |
1,292
+22
| +2% | +$2.55K | 0.02% | 205 |
|
|
2021
Q3 | $148K | Buy |
1,270
+16
| +1% | +$1.88K | 0.02% | 226 |
|
|
2021
Q2 | $147K | Hold |
1,254
| – | – | 0.02% | 215 |
|
|
2021
Q1 | $146K | Sell |
1,254
-221
| -15% | -$25.8K | 0.06% | 191 |
|
|
2020
Q4 | $173K | Buy |
1,475
+367
| +33% | +$42.6K | 0.08% | 175 |
|
|
2020
Q3 | $128K | Buy |
1,108
+19
| +2% | +$2.21K | 0.05% | 181 |
|
|
2020
Q2 | $126K | Sell |
1,089
-155
| -12% | -$17.6K | 0.05% | 182 |
|
|
2020
Q1 | $141K | Buy |
1,244
+83
| +7% | +$9.47K | 0.07% | 170 |
|
|
2019
Q4 | $132K | Sell |
1,161
-12
| -1% | -$1.37K | 0.05% | 218 |
|
|
2019
Q3 | $134K | Hold |
1,173
| – | – | 0.06% | 179 |
|
|
2019
Q2 | $133K | Buy |
1,173
+1
| +0.1% | +$112 | 0.06% | 181 |
|
|
2019
Q1 | $130K | Buy |
1,172
+19
| +2% | +$2.08K | 0.06% | 194 |
|
|
2018
Q4 | $126K | Sell |
1,153
-8
| -0.7% | -$861 | 0.06% | 185 |
|
|
2018
Q3 | $125K | Buy |
1,161
+652
| +128% | +$70.9K | 0.05% | 207 |
|
|
2018
Q2 | $56K | Buy |
509
+22
| +5% | +$2.39K | 0.02% | 297 |
|
|
2018
Q1 | $53K | Buy |
487
+20
| +4% | +$2.18K | 0.02% | 322 |
|
|
2017
Q4 | $52K | Hold |
467
| – | – | 0.02% | 340 |
|
|
2017
Q3 | $52K | Hold |
467
| – | – | 0.03% | 307 |
|
|
2017
Q2 | $51K | Buy |
467
+11
| +2% | +$1.21K | 0.03% | 302 |
|
|
2017
Q1 | $50K | Buy |
456
+65
| +17% | +$7.05K | 0.03% | 301 |
|
|
2016
Q4 | $42K | Buy |
391
+14
| +4% | +$1.53K | 0.02% | 351 |
|
|
2016
Q3 | $43K | Hold |
377
| – | – | 0.02% | 317 |
|
|
2016
Q2 | $43K | Buy |
+377
| New | +$42.4K | 0.02% | 317 |
|
Other funds holding MUB
TCI Wealth Advisors's MUB Position: Q2 2025 in Review
TCI Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 1,951 shares — an estimated $206K sold.
TCI Wealth Advisors first reported a position in MUB in Q2 2016 and held it in 31 quarters. The position peaked at $675K in Q1 2023. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.
- TCI Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
- TCI Wealth Advisors sold 1,951 iShares National Muni Bond ETF shares in Q2 2025, an estimated $206K.
- TCI Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2016 and held it in 31 quarters.
- TCI Wealth Advisors's iShares National Muni Bond ETF position peaked at $675K in Q1 2023.
- 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.
Based on TCI Wealth Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.