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TD Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

TD Capital 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
Q1 		$4.07M Buy
38,334
+173
+0.5% +$18.6K 0.37% 44
2025
Q4 		$4.09M Sell
38,161
-416
-1% -$44.5K 0.36% 45
2025
Q3 		$4.11M Sell
38,577
-7,605
-16% -$796K 0.37% 45
2025
Q2 		$4.83M Buy
46,182
+727
+2% +$75.6K 0.46% 40
2025
Q1 		$4.79M Buy
45,455
+2,308
+5% +$245K 0.49% 40
2024
Q4 		$4.6M Sell
43,147
-3,734
-8% -$401K 0.47% 39
2024
Q3 		$5.09M Sell
46,881
-9,379
-17% -$1.01M 0.51% 36
2024
Q2 		$5.99M Buy
56,260
+1,350
+2% +$144K 0.63% 35
2024
Q1 		$5.91M Buy
54,910
+4,739
+9% +$511K 0.63% 34
2023
Q4 		$5.44M Buy
50,171
+769
+2% +$80.4K 0.62% 33
2023
Q3 		$5.07M Buy
49,402
+4,985
+11% +$526K 0.62% 33
2023
Q2 		$4.74M Sell
44,417
-14,391
-24% -$1.54M 0.57% 34
2023
Q1 		$6.34M Sell
58,808
-550
-0.9% -$58.8K 0.78% 30
2022
Q4 		$6.26M Sell
59,358
-11,808
-17% -$1.23M 0.82% 29
2022
Q3 		$7.3M Sell
71,166
-15,959
-18% -$1.7M 1.01% 23
2022
Q2 		$9.27M Sell
87,125
-24,173
-22% -$2.58M 1.26% 20
2022
Q1 		$12.2M Sell
111,298
-25,052
-18% -$2.83M 1.46% 18
2021
Q4 		$15.9M Sell
136,350
-8,340
-6% -$968K 1.79% 16
2021
Q3 		$16.8M Sell
144,690
-3,106
-2% -$364K 2.06% 16
2021
Q2 		$17.3M Buy
147,796
+789
+0.5% +$92.2K 2.16% 16
2021
Q1 		$17.1M Buy
147,007
+293
+0.2% +$34.2K 2.26% 15
2020
Q4 		$17.2M Buy
146,714
+2,030
+1% +$236K 2.37% 15
2020
Q3 		$16.8M Sell
144,684
-2,482
-2% -$288K 2.53% 14
2020
Q2 		$17M Sell
147,166
-3,205
-2% -$364K 2.79% 13
2020
Q1 		$17M Buy
150,371
+13,507
+10% +$1.54M 3.12% 11
2019
Q4 		$15.6M Buy
136,864
+103,930
+316% +$11.8M 2.55% 12
2019
Q3 		$3.76M Buy
+32,934
New +$3.76M 0.67% 23

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Capital Management's MUB Position: Q1 2026 in Review

TD Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 0.45% in Q1 2026, buying an estimated $18.6K and bringing the position to 38,334 shares worth $4.07M. The position accounts for 0.37% of the portfolio, ranked #44.

TD Capital Management first reported a position in MUB in Q3 2019 and has held it in 27 quarters since. The position peaked at $17.3M in Q2 2021. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • TD Capital Management held 38,334 shares of iShares National Muni Bond ETF worth $4.07M as of Q1 2026.
  • TD Capital Management bought 173 iShares National Muni Bond ETF shares in Q1 2026, an estimated $18.6K.
  • iShares National Muni Bond ETF made up 0.37% of TD Capital Management's portfolio in Q1 2026, its #44 holding.
  • TD Capital Management first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • TD Capital Management's iShares National Muni Bond ETF position peaked at $17.3M in Q2 2021.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.