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TCV Trust & Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

TCV Trust & Wealth 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 		$1.77M Buy
16,458
+12
+0.1% +$1.28K 0.13% 85
2026
Q1 		$1.75M Buy
16,446
+4,908
+43% +$528K 0.15% 82
2025
Q4 		$1.24M Sell
11,538
-100
-0.9% -$10.7K 0.1% 94
2025
Q3 		$1.24M Sell
11,638
-281
-2% -$29.4K 0.1% 90
2025
Q2 		$1.25M Buy
11,919
+1,372
+13% +$143K 0.11% 86
2025
Q1 		$1.11M Buy
10,547
+320
+3% +$34K 0.1% 92
2024
Q4 		$1.09M Buy
10,227
+1,115
+12% +$120K 0.1% 94
2024
Q3 		$990K Buy
9,112
+92
+1% +$9.91K 0.09% 102
2024
Q2 		$961K Buy
9,020
+429
+5% +$45.7K 0.09% 99
2024
Q1 		$924K Buy
8,591
+100
+1% +$10.8K 0.09% 104
2023
Q4 		$921K Sell
8,491
-2,205
-21% -$230K 0.09% 102
2023
Q3 		$1.1M Buy
10,696
+290
+3% +$30.6K 0.12% 92
2023
Q2 		$1.11M Sell
10,406
-21
-0.2% -$2.25K 0.12% 92
2023
Q1 		$1.12M Sell
10,427
-4,201
-29% -$449K 0.12% 93
2022
Q4 		$1.54M Buy
14,628
+7,825
+115% +$816K 0.18% 84
2022
Q3 		$698K Buy
6,803
+1,510
+29% +$161K 0.09% 112
2022
Q2 		$563K Buy
5,293
+645
+14% +$68.8K 0.07% 130
2022
Q1 		$509K Sell
4,648
-105
-2% -$11.8K 0.05% 141
2021
Q4 		$552K Sell
4,753
-1,595
-25% -$185K 0.06% 137
2021
Q3 		$737K Buy
6,348
+45
+0.7% +$5.28K 0.08% 121
2021
Q2 		$738K Sell
6,303
-835
-12% -$97.6K 0.08% 118
2021
Q1 		$828K Buy
7,138
+15
+0.2% +$1.75K 0.1% 110
2020
Q4 		$835K Sell
7,123
-460
-6% -$53.4K 0.1% 108
2020
Q3 		$879K Buy
7,583
+3,305
+77% +$384K 0.12% 101
2020
Q2 		$494K Sell
4,278
-260
-6% -$29.5K 0.07% 123
2020
Q1 		$512K Buy
4,538
+883
+24% +$101K 0.08% 112
2019
Q4 		$417K Buy
3,655
+1,035
+40% +$118K 0.05% 139
2019
Q3 		$299K Buy
2,620
+195
+8% +$22.2K 0.04% 165
2019
Q2 		$274K Buy
2,425
+344
+17% +$38.5K 0.04% 175
2019
Q1 		$232K Buy
2,081
+47
+2% +$5.15K 0.03% 192
2018
Q4 		$221K Sell
2,034
-367
-15% -$39.5K 0.03% 191
2018
Q3 		$259K Buy
2,401
+239
+11% +$26K 0.03% 187
2018
Q2 		$236K Buy
+2,162
New +$235K 0.03% 190
2018
Q1 		– Sell
-1,807
Closed -$200K – 205
2017
Q4 		$200K Buy
+1,807
New +$200K 0.03% 198

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

TCV Trust & Wealth Management's MUB Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.07% in Q2 2026, buying an estimated $1.28K and bringing the position to 16,458 shares worth $1.77M. The position accounts for 0.13% of the portfolio, ranked #85.

TCV Trust & Wealth Management first reported a position in MUB in Q4 2017 and has held it in 34 quarters since. 857 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • TCV Trust & Wealth Management held 16,458 shares of iShares National Muni Bond ETF worth $1.77M as of Q2 2026.
  • TCV Trust & Wealth Management bought 12 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.28K.
  • iShares National Muni Bond ETF made up 0.13% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #85 holding.
  • TCV Trust & Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.