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
2023 Q1	–	Sell	-20,924	Closed	-$2.21M	–	416
2022 Q4	$2.21M	Buy	20,924 +977	+5%	+$102K	1.89%	17
2022 Q3	$2.05M	Buy	19,947 +4,960	+33%	+$527K	1.87%	17
2022 Q2	$1.59M	Buy	+14,987	New	+$1.6M	1.37%	24
2022 Q1	–	Sell	-2,003	Closed	-$232K	–	430
2021 Q4	$232K	Buy	+2,003	New	+$233K	0.19%	89

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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. 1,641 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.
1,641 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.