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

Titleist 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	$877K	Buy	8,150 +743	+10%	+$79.5K	0.06%	208
2026 Q1	$786K	Buy	7,407 +2,508	+51%	+$270K	0.06%	207
2025 Q4	$525K	Buy	4,899 +1	+0%	+$107	0.04%	218
2025 Q3	$522K	Buy	4,898 +1	+0%	+$105	0.05%	199
2025 Q2	$512K	Sell	4,897 -14	-0.3%	-$1.46K	0.05%	201
2025 Q1	$518K	Hold	4,911	–	–	0.06%	183
2024 Q4	$523K	Buy	4,911 +16	+0.3%	+$1.72K	0.06%	189
2024 Q3	$532K	Buy	4,895 +1	+0%	+$108	0.08%	166
2024 Q2	$521K	Buy	4,894 +85	+2%	+$9.05K	0.08%	161
2024 Q1	$517K	Hold	4,809	–	–	0.09%	149
2023 Q4	$521K	Hold	4,809	–	–	0.1%	141
2023 Q3	$493K	Sell	4,809 -108	-2%	-$11.4K	0.1%	146
2023 Q2	$525K	Buy	4,917 +108	+2%	+$11.5K	0.1%	144
2023 Q1	$518K	Buy	+4,809	New	+$514K	0.11%	133

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

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

Titleist Asset Management increased its iShares National Muni Bond ETF (MUB) stake by 10% in Q2 2026, buying an estimated $79.5K and bringing the position to 8,150 shares worth $877K. The position accounts for 0.06% of the portfolio, ranked #208.

Titleist Asset Management first reported a position in MUB in Q1 2023 and has held it in 14 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Titleist Asset Management held 8,150 shares of iShares National Muni Bond ETF worth $877K as of Q2 2026.
Titleist Asset Management bought 743 iShares National Muni Bond ETF shares in Q2 2026, an estimated $79.5K.
iShares National Muni Bond ETF made up 0.06% of Titleist Asset Management's portfolio in Q2 2026, its #208 holding.
Titleist Asset Management first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.