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Parkside Financial Bank & Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		$136K Hold
1,283
– – 0.01% 569
2025
Q4 		$137K Sell
1,283
-1,506
-54% -$161K 0.01% 575
2025
Q3 		$297K Sell
2,789
-1,470
-35% -$154K 0.02% 350
2025
Q2 		$445K Sell
4,259
-3,696
-46% -$384K 0.05% 260
2025
Q1 		$839K Sell
7,955
-503
-6% -$53.5K 0.11% 144
2024
Q4 		$901K Buy
8,458
+3,852
+84% +$414K 0.12% 133
2024
Q3 		$500K Sell
4,606
-88
-2% -$9.48K 0.07% 201
2024
Q2 		$500K Sell
4,694
-115
-2% -$12.2K 0.08% 183
2024
Q1 		$517K Hold
4,809
– – 0.08% 182
2023
Q4 		$521K Buy
4,809
+424
+10% +$44.3K 0.09% 165
2023
Q3 		$450K Buy
+4,385
New +$463K 0.1% 146
2023
Q2 		– Sell
-255
Closed -$27.5K – 2072
2023
Q1 		$27.5K Sell
255
-1,603
-86% -$171K 0.01% 787
2022
Q4 		$196K Hold
1,858
– – 0.06% 232
2022
Q3 		$191K Buy
1,858
+1,484
+397% +$158K 0.06% 221
2022
Q2 		$40K Buy
374
+2
+0.5% +$213 0.01% 599
2022
Q1 		$41K Buy
+372
New +$42K 0.01% 601
2019
Q2 		– Sell
-338
Closed -$38K – 1632
2019
Q1 		$38K Buy
+338
New +$37.1K 0.01% 434
2016
Q1 		– Sell
-208
Closed -$23K – 1079
2015
Q4 		$23K Buy
+208
New +$22.8K 0.01% 484

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkside Financial Bank & Trust's MUB Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 1,283 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #569.

Parkside Financial Bank & Trust first reported a position in MUB in Q4 2015 and has held it in 18 quarters since. The position peaked at $901K in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Parkside Financial Bank & Trust held 1,283 shares of iShares National Muni Bond ETF worth $136K as of Q1 2026.
  • Parkside Financial Bank & Trust left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #569 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 18 quarters since.
  • Parkside Financial Bank & Trust's iShares National Muni Bond ETF position peaked at $901K in Q4 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.