Triumph Capital Management
MUB icon

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
Q3 		$72.5K Buy
717
+179
+33% +$18.8K 0.01% 590
2026
Q2 		$57.9K Buy
538
+93
+21% +$9.9K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Triumph Capital Management's MUB Position: Q3 2026 in Review

Triumph Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 33% in Q3 2026, buying an estimated $18.8K and bringing the position to 717 shares worth $72.5K. The position accounts for 0.01% of the portfolio, ranked #590.

Triumph Capital Management first reported a position in MUB in Q4 2025 and has held it in 4 quarters since. 1,336 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Triumph Capital Management held 717 shares of iShares National Muni Bond ETF worth $72.5K as of Q3 2026.
  • Triumph Capital Management bought 179 iShares National Muni Bond ETF shares in Q3 2026, an estimated $18.8K.
  • iShares National Muni Bond ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #590 holding.
  • Triumph Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,336 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.