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

Triumph 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
Q2 		$57.9K Buy
538
+93
+21% +$9.95K 0.01% 640
2026
Q1 		$47.2K Buy
445
+8
+2% +$860 0.01% 660
2025
Q4 		$46.8K Buy
+437
New +$46.8K 0.01% 638

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
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
Wealth Enhancement Advisory Services
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
FG
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Triumph Capital Management's MUB Position: Q2 2026 in Review

Triumph Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 21% in Q2 2026, buying an estimated $9.95K and bringing the position to 538 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #640.

Triumph Capital Management first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Triumph Capital Management held 538 shares of iShares National Muni Bond ETF worth $57.9K as of Q2 2026.
  • Triumph Capital Management bought 93 iShares National Muni Bond ETF shares in Q2 2026, an estimated $9.95K.
  • iShares National Muni Bond ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #640 holding.
  • Triumph Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.