TritonPoint Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

TritonPoint 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	$925K	Buy	8,594 +3,897	+83%	+$417K	0.09%	131
2026 Q1	$499K	Buy	+4,697	New	+$505K	0.05%	176
2025 Q4	–	Sell	-4,905	Closed	-$522K	–	324
2025 Q3	$522K	Sell	4,905 -14	-0.3%	-$1.47K	0.04%	215
2025 Q2	$514K	Sell	4,919 -446	-8%	-$46.4K	0.05%	209
2025 Q1	$566K	Buy	5,365 +1,795	+50%	+$191K	0.05%	200
2024 Q4	$380K	Sell	3,570 -433	-11%	-$46.5K	0.03%	240
2024 Q3	$435K	Sell	4,003 -1,240	-24%	-$134K	0.04%	225
2024 Q2	$559K	Buy	5,243 +277	+6%	+$29.5K	0.05%	190
2024 Q1	$686K	Sell	4,966 -1,591	-24%	-$172K	0.07%	169
2023 Q4	$711K	Buy	+6,557	New	+$685K	0.07%	171

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TritonPoint Wealth's MUB Position: Q2 2026 in Review

TritonPoint Wealth increased its iShares National Muni Bond ETF (MUB) stake by 83% in Q2 2026, buying an estimated $417K and bringing the position to 8,594 shares worth $925K. The position accounts for 0.09% of the portfolio, ranked #131.

TritonPoint Wealth first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

TritonPoint Wealth held 8,594 shares of iShares National Muni Bond ETF worth $925K as of Q2 2026.
TritonPoint Wealth bought 3,897 iShares National Muni Bond ETF shares in Q2 2026, an estimated $417K.
iShares National Muni Bond ETF made up 0.09% of TritonPoint Wealth's portfolio in Q2 2026, its #131 holding.
TritonPoint Wealth first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.