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TD Private Client Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

TD Private Client Wealth’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 		$6.86M Sell
63,764
-6,327
-9% -$677K 0.13% 103
2026
Q1 		$7.44M Sell
70,091
-8,037
-10% -$864K 0.15% 90
2025
Q4 		$8.37M Buy
78,128
+18,690
+31% +$2M 0.18% 81
2025
Q3 		$6.33M Sell
59,438
-23,944
-29% -$2.51M 0.14% 100
2025
Q2 		$8.71M Buy
83,382
+37,455
+82% +$3.89M 0.21% 75
2025
Q1 		$4.84M Sell
45,927
-96
-0.2% -$10.2K 0.13% 113
2024
Q4 		$4.9M Buy
46,023
+3,709
+9% +$398K 0.14% 114
2024
Q3 		$4.6M Buy
42,314
+9,922
+31% +$1.07M 0.13% 120
2024
Q2 		$3.45M Sell
32,392
-14,642
-31% -$1.56M 0.11% 141
2024
Q1 		$5.07M Buy
47,034
+7,722
+20% +$833K 0.17% 100
2023
Q4 		$4.28M Buy
39,312
+4,108
+12% +$429K 0.15% 116
2023
Q3 		$3.64M Sell
35,204
-2,944
-8% -$311K 0.16% 135
2023
Q2 		$4.14M Buy
38,148
+2,161
+6% +$231K 0.18% 124
2023
Q1 		$3.95M Sell
35,987
-15,642
-30% -$1.67M 0.18% 129
2022
Q4 		$5.56M Buy
51,629
+21,333
+70% +$2.22M 0.26% 87
2022
Q3 		$3.21M Sell
30,296
-931
-3% -$99K 0.16% 136
2022
Q2 		$3.48M Buy
31,227
+11,624
+59% +$1.24M 0.17% 130
2022
Q1 		$2.33M Sell
19,603
-13,174
-40% -$1.49M 0.1% 205
2021
Q4 		$4.03M Buy
32,777
+21,082
+180% +$2.45M 0.17% 141
2021
Q3 		$1.36M Buy
11,695
+25
+0.2% +$2.93K 0.06% 294
2021
Q2 		$1.37M Buy
11,670
+1,674
+17% +$196K 0.06% 294
2021
Q1 		$1.16M Buy
9,996
+3,519
+54% +$410K 0.05% 301
2020
Q4 		$759K Buy
6,477
+350
+6% +$40.7K 0.04% 331
2020
Q3 		$710K Buy
6,127
+1,023
+20% +$119K 0.04% 324
2020
Q2 		$589K Buy
5,104
+3,561
+231% +$404K 0.03% 341
2020
Q1 		$174K Buy
1,543
+720
+87% +$82.2K 0.01% 433
2019
Q4 		$93.7K Buy
+823
New +$93.7K 0.01% 527

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TD Private Client Wealth's MUB Position: Q2 2026 in Review

TD Private Client Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 9% in Q2 2026, selling an estimated $677K and leaving 63,764 shares worth $6.86M. The position accounts for 0.13% of the portfolio, ranked #103.

TD Private Client Wealth first reported a position in MUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.71M in Q2 2025. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • TD Private Client Wealth held 63,764 shares of iShares National Muni Bond ETF worth $6.86M as of Q2 2026.
  • TD Private Client Wealth sold 6,327 iShares National Muni Bond ETF shares in Q2 2026, an estimated $677K.
  • iShares National Muni Bond ETF made up 0.13% of TD Private Client Wealth's portfolio in Q2 2026, its #103 holding.
  • TD Private Client Wealth first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's iShares National Muni Bond ETF position peaked at $8.71M in Q2 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.