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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paladin Advisory Group's MUB Position: Q1 2026 in Review

Paladin Advisory Group increased its iShares National Muni Bond ETF (MUB) stake by 0.29% in Q1 2026, buying an estimated $753 and bringing the position to 2,386 shares worth $253K. The position accounts for 0.19% of the portfolio, ranked #68.

Paladin Advisory Group first reported a position in MUB in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.02M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Paladin Advisory Group held 2,386 shares of iShares National Muni Bond ETF worth $253K as of Q1 2026.
Paladin Advisory Group bought 7 iShares National Muni Bond ETF shares in Q1 2026, an estimated $753.
iShares National Muni Bond ETF made up 0.19% of Paladin Advisory Group's portfolio in Q1 2026, its #68 holding.
Paladin Advisory Group first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares National Muni Bond ETF position peaked at $3.02M in Q4 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.