Trust Company of Toledo’s iShares National Muni Bond ETF MUB Stock Holding History

Trust Company of Toledo’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	$75.7K	Sell	703 -1,035	-60%	-$111K	0.01%	412
2026 Q1	$184K	Hold	1,738	–	–	0.02%	289
2025 Q4	$186K	Hold	1,738	–	–	0.02%	282
2025 Q3	$185K	Hold	1,738	–	–	0.02%	287
2025 Q2	$182K	Buy	+1,738	New	+$181K	0.02%	276
2024 Q4	–	Sell	-1,921	Closed	-$209K	–	242
2024 Q3	$209K	Buy	+1,921	New	+$207K	0.03%	228
2024 Q1	–	Sell	-3,394	Closed	-$368K	–	229
2023 Q4	$368K	Sell	3,394 -396	-10%	-$41.4K	0.06%	175
2023 Q3	$389K	Buy	+3,790	New	+$400K	0.08%	163

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Trust Company of Toledo's MUB Position: Q2 2026 in Review

Trust Company of Toledo reduced its iShares National Muni Bond ETF (MUB) stake by 60% in Q2 2026, selling an estimated $111K and leaving 703 shares worth $75.7K. The position accounts for 0.01% of the portfolio, ranked #412.

Trust Company of Toledo first reported a position in MUB in Q3 2023 and has held it in 8 quarters since. The position peaked at $389K in Q3 2023. 937 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Trust Company of Toledo held 703 shares of iShares National Muni Bond ETF worth $75.7K as of Q2 2026.
Trust Company of Toledo sold 1,035 iShares National Muni Bond ETF shares in Q2 2026, an estimated $111K.
iShares National Muni Bond ETF made up 0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #412 holding.
Trust Company of Toledo first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 8 quarters since.
Trust Company of Toledo's iShares National Muni Bond ETF position peaked at $389K in Q3 2023.
937 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.