Whittier Trust’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $914K | Sell |
8,496
-2,699
| -24% | -$289K | 0.01% | 402 |
|
|
2026
Q1 | $1.19M | Buy |
11,195
+4,115
| +58% | +$442K | 0.01% | 328 |
|
|
2025
Q4 | $761K | Hold |
7,080
| – | – | 0.01% | 387 |
|
|
2025
Q3 | $753K | Hold |
7,080
| – | – | 0.01% | 382 |
|
|
2025
Q2 | $740K | Hold |
7,080
| – | – | 0.01% | 429 |
|
|
2025
Q1 | $747K | Sell |
7,080
-3,134
| -31% | -$333K | 0.01% | 422 |
|
|
2024
Q4 | $1.09M | Buy |
10,214
+985
| +11% | +$106K | 0.01% | 374 |
|
|
2024
Q3 | $1M | Hold |
9,229
| – | – | 0.01% | 385 |
|
|
2024
Q2 | $983K | Sell |
9,229
-1,024
| -10% | -$109K | 0.01% | 363 |
|
|
2024
Q1 | $1.1M | Sell |
10,253
-8,928
| -47% | -$963K | 0.02% | 345 |
|
|
2023
Q4 | $2.08M | Sell |
19,181
-3,047
| -14% | -$318K | 0.03% | 265 |
|
|
2023
Q3 | $2.28M | Sell |
22,228
-5,417
| -20% | -$571K | 0.04% | 257 |
|
|
2023
Q2 | $2.95M | Sell |
27,645
-7,833
| -22% | -$837K | 0.05% | 242 |
|
|
2023
Q1 | $3.82M | Sell |
35,478
-6,313
| -15% | -$675K | 0.07% | 214 |
|
|
2022
Q4 | $4.41M | Buy |
41,791
+5,956
| +17% | +$621K | 0.09% | 194 |
|
|
2022
Q3 | $3.68M | Sell |
35,835
-11,736
| -25% | -$1.25M | 0.08% | 205 |
|
|
2022
Q2 | $5.06M | Buy |
47,571
+5,986
| +14% | +$639K | 0.1% | 181 |
|
|
2022
Q1 | $4.56M | Sell |
41,585
-5,638
| -12% | -$636K | 0.08% | 203 |
|
|
2021
Q4 | $5.49M | Hold |
47,223
| – | – | 0.09% | 184 |
|
|
2021
Q3 | $5.49M | Sell |
47,223
-85
| -0.2% | -$9.96K | 0.1% | 185 |
|
|
2021
Q2 | $5.54M | Sell |
47,308
-56,525
| -54% | -$6.61M | 0.1% | 182 |
|
|
2021
Q1 | $12.1M | Hold |
103,833
| – | – | 0.23% | 102 |
|
|
2020
Q4 | $12.2M | Buy |
103,833
+17,675
| +21% | +$2.05M | 0.26% | 95 |
|
|
2020
Q3 | $9.99M | Buy |
86,158
+72,293
| +521% | +$8.4M | 0.24% | 102 |
|
|
2020
Q2 | $1.6M | Buy |
13,865
+3,044
| +28% | +$346K | 0.04% | 247 |
|
|
2020
Q1 | $1.22M | Buy |
10,821
+5,749
| +113% | +$656K | 0.04% | 262 |
|
|
2019
Q4 | $578K | Hold |
5,072
| – | – | 0.02% | 379 |
|
|
2019
Q3 | $579K | Hold |
5,072
| – | – | 0.02% | 375 |
|
|
2019
Q2 | $574K | Sell |
5,072
-1,094
| -18% | -$122K | 0.02% | 367 |
|
|
2019
Q1 | $686K | Sell |
6,166
-419
| -6% | -$45.9K | 0.02% | 340 |
|
|
2018
Q4 | $718K | Buy |
6,585
+819
| +14% | +$88.1K | 0.02% | 321 |
|
|
2018
Q3 | $622K | Hold |
5,766
| – | – | 0.02% | 343 |
|
|
2018
Q2 | $629K | Sell |
5,766
-2,121
| -27% | -$230K | 0.02% | 338 |
|
|
2018
Q1 | $859K | Sell |
7,887
-1,135
| -13% | -$124K | 0.03% | 305 |
|
|
2017
Q4 | $999K | Sell |
9,022
-1,506
| -14% | -$167K | 0.03% | 291 |
|
|
2017
Q3 | $1.17M | Sell |
10,528
-518
| -5% | -$57.5K | 0.04% | 264 |
|
|
2017
Q2 | $1.22M | Buy |
11,046
+1,243
| +13% | +$137K | 0.05% | 254 |
|
|
2017
Q1 | $1.07M | Buy |
9,803
+1,582
| +19% | +$172K | 0.04% | 263 |
|
|
2016
Q4 | $889K | Buy |
8,221
+7,771
| +1,727% | +$851K | 0.04% | 269 |
|
|
2016
Q3 | $51K | Hold |
450
| – | – | ﹤0.01% | 697 |
|
|
2016
Q2 | $51K | Hold |
450
| – | – | ﹤0.01% | 709 |
|
|
2016
Q1 | $50K | Buy |
+450
| New | +$50.1K | ﹤0.01% | 719 |
|
Other funds holding MUB
Whittier Trust's MUB Position: Q2 2026 in Review
Whittier Trust reduced its iShares National Muni Bond ETF (MUB) stake by 24% in Q2 2026, selling an estimated $289K and leaving 8,496 shares worth $914K. The position accounts for 0.01% of the portfolio, ranked #402.
Whittier Trust first reported a position in MUB in Q1 2016 and has held it in 42 quarters since. The position peaked at $12.2M in Q4 2020. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.
- Whittier Trust held 8,496 shares of iShares National Muni Bond ETF worth $914K as of Q2 2026.
- Whittier Trust sold 2,699 iShares National Muni Bond ETF shares in Q2 2026, an estimated $289K.
- iShares National Muni Bond ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #402 holding.
- Whittier Trust first reported a position in iShares National Muni Bond ETF in Q1 2016 and has held it in 42 quarters since.
- Whittier Trust's iShares National Muni Bond ETF position peaked at $12.2M in Q4 2020.
- 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.