Paladin Advisory Group
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Paladin Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Paladin Advisory 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
2026
Q3 		$259K Buy
2,566
+240
+10% +$25.2K 0.17% 70
2026
Q2 		$250K Sell
2,326
-60
-3% -$6.42K 0.17% 75
2026
Q1 		$253K Buy
2,386
+7
+0.3% +$753 0.19% 68
2025
Q4 		$255K Buy
2,379
+20
+0.8% +$2.14K 0.19% 69
2025
Q3 		$251K Sell
2,359
-50
-2% -$5.23K 0.2% 64
2025
Q2 		$252K Sell
2,409
-23,142
-91% -$2.41M 0.19% 71
2025
Q1 		$2.69M Sell
25,551
-2,776
-10% -$295K 2.16% 15
2024
Q4 		$3.02M Buy
28,327
+757
+3% +$81.3K 2.31% 14
2024
Q3 		$2.99M Buy
27,570
+559
+2% +$60.2K 2.21% 17
2024
Q2 		$2.87M Buy
27,011
+1,004
+4% +$107K 2.24% 13
2024
Q1 		$2.78M Buy
26,007
+509
+2% +$54.9K 2.2% 15
2023
Q4 		$2.76M Buy
25,498
+873
+4% +$91.2K 2.28% 13
2023
Q3 		$2.53M Buy
24,625
+3,113
+14% +$328K 2.13% 13
2023
Q2 		$2.3M Buy
21,512
+1,206
+6% +$129K 1.84% 18
2023
Q1 		$2.19M Buy
+20,306
New +$2.17M 1.82% 17
2022
Q2 		– Sell
-1,874
Closed -$200K – 433
2022
Q1 		$205K Buy
+1,874
New +$211K 0.17% 96

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Paladin Advisory Group's MUB Position: Q3 2026 in Review

Paladin Advisory Group increased its iShares National Muni Bond ETF (MUB) stake by 10% in Q3 2026, buying an estimated $25.2K and bringing the position to 2,566 shares worth $259K. The position accounts for 0.17% of the portfolio, ranked #70.

Paladin Advisory Group first reported a position in MUB in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.02M in Q4 2024. 1,156 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Paladin Advisory Group held 2,566 shares of iShares National Muni Bond ETF worth $259K as of Q3 2026.
  • Paladin Advisory Group bought 240 iShares National Muni Bond ETF shares in Q3 2026, an estimated $25.2K.
  • iShares National Muni Bond ETF made up 0.17% of Paladin Advisory Group's portfolio in Q3 2026, its #70 holding.
  • Paladin Advisory Group first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Paladin Advisory Group's iShares National Muni Bond ETF position peaked at $3.02M in Q4 2024.
  • 1,156 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.