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

TCP 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	$474K	Buy	4,405 +18	+0.4%	+$1.93K	0.05%	83
2026 Q1	$466K	Sell	4,387 -139	-3%	-$14.9K	0.06%	74
2025 Q4	$485K	Sell	4,526 -1,095	-19%	-$117K	0.08%	52
2025 Q3	$599K	Sell	5,621 -1,308	-19%	-$137K	0.11%	45
2025 Q2	$724K	Sell	6,929 -107	-2%	-$11.1K	0.14%	36
2025 Q1	$742K	Sell	7,036 -240	-3%	-$25.5K	0.17%	35
2024 Q4	$775K	Buy	7,276 +22	+0.3%	+$2.36K	0.17%	37
2024 Q3	$788K	Buy	7,254 +2,279	+46%	+$246K	0.18%	35
2024 Q2	$530K	Buy	4,975 +15	+0.3%	+$1.6K	0.13%	41
2024 Q1	$534K	Buy	4,960 +10	+0.2%	+$1.08K	0.14%	41
2023 Q4	$537K	Buy	4,950 +19	+0.4%	+$1.99K	0.2%	42
2023 Q3	$506K	Buy	4,931 +13	+0.3%	+$1.37K	0.22%	39
2023 Q2	$525K	Buy	4,918 +13	+0.3%	+$1.39K	0.22%	39
2023 Q1	$528K	Sell	4,905 -491	-9%	-$52.5K	0.29%	37
2022 Q4	$569K	Buy	+5,396	New	+$562K	0.45%	32

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

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

TCP Asset Management increased its iShares National Muni Bond ETF (MUB) stake by 0.41% in Q2 2026, buying an estimated $1.93K and bringing the position to 4,405 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #83.

TCP Asset Management first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $788K in Q3 2024. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

TCP Asset Management held 4,405 shares of iShares National Muni Bond ETF worth $474K as of Q2 2026.
TCP Asset Management bought 18 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.93K.
iShares National Muni Bond ETF made up 0.05% of TCP Asset Management's portfolio in Q2 2026, its #83 holding.
TCP Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
TCP Asset Management's iShares National Muni Bond ETF position peaked at $788K in Q3 2024.
322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.