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MLG Wealth Management DBA Pine Grove Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$7.41M Buy
+69,214
New +$7.41M 0.89% 36

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's MUB Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares National Muni Bond ETF (MUB) in Q4 2025: 69,214 shares worth $7.41M. The stake represents 0.89% of the portfolio and ranks #36 among its holdings.

1,631 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 69,214 shares of iShares National Muni Bond ETF worth $7.41M as of Q4 2025.
  • iShares National Muni Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares National Muni Bond ETF made up 0.89% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #36 holding.
  • 1,631 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.