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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
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

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

Paladin Advisory Group's MUB Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares National Muni Bond ETF (MUB) stake by 2.5% in Q2 2026, selling an estimated $6.42K and leaving 2,326 shares worth $250K. The position accounts for 0.17% of the portfolio, ranked #75.

Paladin Advisory Group first reported a position in MUB in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.02M in Q4 2024. 825 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Paladin Advisory Group held 2,326 shares of iShares National Muni Bond ETF worth $250K as of Q2 2026.
  • Paladin Advisory Group sold 60 iShares National Muni Bond ETF shares in Q2 2026, an estimated $6.42K.
  • iShares National Muni Bond ETF made up 0.17% of Paladin Advisory Group's portfolio in Q2 2026, its #75 holding.
  • Paladin Advisory Group first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Paladin Advisory Group's iShares National Muni Bond ETF position peaked at $3.02M in Q4 2024.
  • 825 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.