Orrstown Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Orrstown Financial Services’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	$3.25M	Buy	32,162 +20,340	+172%	+$2.13M	0.49%	21
2026 Q2	$1.27M	Buy	11,822 +634	+6%	+$67.8K	0.19%	51
2026 Q1	$1.19M	Buy	11,188 +804	+8%	+$86.4K	0.2%	50
2025 Q4	$1.11M	Buy	10,384 +2,589	+33%	+$277K	0.19%	56
2025 Q3	$830K	Buy	7,795 +5,009	+180%	+$524K	0.14%	71
2025 Q2	$291K	Buy	+2,786	New	+$290K	0.06%	118
2025 Q1	–	Sell	-2,735	Closed	-$291K	–	135
2024 Q4	$291K	Buy	+2,735	New	+$294K	0.08%	121

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Orrstown Financial Services's MUB Position: Q3 2026 in Review

Orrstown Financial Services increased its iShares National Muni Bond ETF (MUB) stake by 172% in Q3 2026, buying an estimated $2.13M and bringing the position to 32,162 shares worth $3.25M. The position accounts for 0.49% of the portfolio, ranked #21.

Orrstown Financial Services first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Orrstown Financial Services held 32,162 shares of iShares National Muni Bond ETF worth $3.25M as of Q3 2026.
Orrstown Financial Services bought 20,340 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.13M.
iShares National Muni Bond ETF made up 0.49% of Orrstown Financial Services's portfolio in Q3 2026, its #21 holding.
Orrstown Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Orrstown Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.