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

Paladin Wealth’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 		$2.73M Buy
25,409
+4,995
+24% +$534K 1.59% 16
2026
Q1 		$2.17M Buy
20,414
+4,480
+28% +$482K 1.49% 17
2025
Q4 		$1.71M Buy
15,934
+5,638
+55% +$604K 1.17% 22
2025
Q3 		$1.1M Buy
10,296
+2,009
+24% +$210K 0.8% 44
2025
Q2 		$866K Buy
8,287
+5,144
+164% +$535K 0.67% 55
2025
Q1 		$331K Buy
+3,143
New +$334K 0.3% 94

Other funds holding MUB

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Paladin Wealth's MUB Position: Q2 2026 in Review

Paladin Wealth increased its iShares National Muni Bond ETF (MUB) stake by 24% in Q2 2026, buying an estimated $534K and bringing the position to 25,409 shares worth $2.73M. The position accounts for 1.59% of the portfolio, ranked #16.

Paladin Wealth first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Paladin Wealth held 25,409 shares of iShares National Muni Bond ETF worth $2.73M as of Q2 2026.
  • Paladin Wealth bought 4,995 iShares National Muni Bond ETF shares in Q2 2026, an estimated $534K.
  • iShares National Muni Bond ETF made up 1.59% of Paladin Wealth's portfolio in Q2 2026, its #16 holding.
  • Paladin Wealth first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.