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

WhitTier Trust Company’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 		$2.72M Hold
25,408
– – 0.05% 212
2026
Q1 		$2.7M Sell
25,408
-634
-2% -$68.2K 0.06% 206
2025
Q4 		$2.8M Sell
26,042
-6,300
-19% -$675K 0.06% 200
2025
Q3 		$3.44M Sell
32,342
-1,876
-5% -$196K 0.07% 185
2025
Q2 		$3.58M Buy
34,218
+367
+1% +$38.2K 0.08% 192
2025
Q1 		$3.57M Buy
33,851
+800
+2% +$85.1K 0.09% 185
2024
Q4 		$3.52M Sell
33,051
-150
-0.5% -$16.1K 0.09% 179
2024
Q3 		$3.61M Hold
33,201
– – 0.09% 172
2024
Q2 		$3.54M Sell
33,201
-129
-0.4% -$13.7K 0.1% 176
2024
Q1 		$3.59M Hold
33,330
– – 0.1% 170
2023
Q4 		$3.61M Sell
33,330
-12,224
-27% -$1.28M 0.12% 162
2023
Q3 		$4.67M Sell
45,554
-1,587
-3% -$167K 0.17% 131
2023
Q2 		$5.03M Sell
47,141
-1,399
-3% -$150K 0.17% 124
2023
Q1 		$5.23M Sell
48,540
-7,166
-13% -$766K 0.19% 120
2022
Q4 		$5.88M Sell
55,706
-20,106
-27% -$2.1M 0.23% 104
2022
Q3 		$7.78M Buy
75,812
+8,908
+13% +$947K 0.33% 72
2022
Q2 		$7.12M Buy
66,904
+48,367
+261% +$5.16M 0.29% 82
2022
Q1 		$2.03M Buy
18,537
+651
+4% +$73.5K 0.07% 208
2021
Q4 		$2.08M Sell
17,886
-1,391
-7% -$162K 0.08% 201
2021
Q3 		$2.24M Buy
19,277
+299
+2% +$35.1K 0.09% 186
2021
Q2 		$2.22M Hold
18,978
– – 0.09% 184
2021
Q1 		$2.2M Sell
18,978
-2,825
-13% -$329K 0.1% 172
2020
Q4 		$2.56M Buy
21,803
+100
+0.5% +$11.6K 0.13% 144
2020
Q3 		$2.52M Buy
21,703
+10,000
+85% +$1.16M 0.15% 137
2020
Q2 		$1.35M Sell
11,703
-475
-4% -$53.9K 0.09% 187
2020
Q1 		$1.38M Buy
12,178
+2,451
+25% +$280K 0.11% 163
2019
Q4 		$1.11M Hold
9,727
– – 0.07% 207
2019
Q3 		$1.11M Sell
9,727
-925
-9% -$106K 0.08% 196
2019
Q2 		$1.21M Sell
10,652
-1,427
-12% -$160K 0.09% 180
2019
Q1 		$1.34M Buy
12,079
+2,976
+33% +$326K 0.1% 168
2018
Q4 		$993K Sell
9,103
-6,246
-41% -$672K 0.08% 185
2018
Q3 		$1.66M Buy
15,349
+1,670
+12% +$182K 0.12% 153
2018
Q2 		$1.49M Buy
13,679
+50
+0.4% +$5.43K 0.12% 156
2018
Q1 		$1.49M Buy
13,629
+254
+2% +$27.7K 0.12% 158
2017
Q4 		$1.48M Sell
13,375
-4,243
-24% -$470K 0.13% 155
2017
Q3 		$1.95M Buy
17,618
+26
+0.1% +$2.88K 0.18% 125
2017
Q2 		$1.94M Buy
17,592
+2,194
+14% +$241K 0.19% 126
2017
Q1 		$1.68M Sell
15,398
-1,086
-7% -$118K 0.17% 134
2016
Q4 		$1.78M Buy
16,484
+9,420
+133% +$1.03M 0.19% 119
2016
Q3 		$796K Sell
7,064
-2,478
-26% -$281K 0.09% 194
2016
Q2 		$1.09M Hold
9,542
– – 0.12% 166
2016
Q1 		$1.06M Buy
9,542
+1,566
+20% +$174K 0.12% 173
2015
Q4 		$883K Buy
7,976
+712
+10% +$78.1K 0.1% 188
2015
Q3 		$796K Buy
7,264
+810
+13% +$88.1K 0.1% 203
2015
Q2 		$698K Hold
6,454
– – 0.08% 224
2015
Q1 		$714K Hold
6,454
– – 0.08% 219
2014
Q4 		$712K Buy
6,454
+487
+8% +$53.5K 0.08% 219
2014
Q3 		$654K Sell
5,967
-25
-0.4% -$2.73K 0.08% 225
2014
Q2 		$651K Sell
5,992
-1,517
-20% -$164K 0.07% 226
2014
Q1 		$804K Sell
7,509
-1,785
-19% -$190K 0.09% 191
2013
Q4 		$964K Buy
9,294
+1,275
+16% +$133K 0.12% 165
2013
Q3 		$838K Sell
8,019
-200
-2% -$20.7K 0.11% 168
2013
Q2 		$863K Buy
+8,219
New +$899K 0.12% 157

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
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
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

WhitTier Trust Company's MUB Position: Q2 2026 in Review

WhitTier Trust Company held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 25,408 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #212.

WhitTier Trust Company first reported a position in MUB in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.78M in Q3 2022. 800 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • WhitTier Trust Company held 25,408 shares of iShares National Muni Bond ETF worth $2.72M as of Q2 2026.
  • WhitTier Trust Company left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.05% of WhitTier Trust Company's portfolio in Q2 2026, its #212 holding.
  • WhitTier Trust Company first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's iShares National Muni Bond ETF position peaked at $7.78M in Q3 2022.
  • 800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.