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Patriot Investment Management Group’s iShares National Muni Bond ETF MUB Stock Holding History

Patriot Investment Management 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 		$9.35M Sell
86,895
-443
-0.5% -$47.4K 0.54% 30
2026
Q1 		$9.27M Buy
87,338
+513
+0.6% +$55.2K 0.59% 26
2025
Q4 		$9.3M Buy
86,825
+7,706
+10% +$825K 0.59% 28
2025
Q3 		$8.43M Buy
79,119
+13,396
+20% +$1.4M 0.55% 31
2025
Q2 		$6.87M Buy
65,723
+5,901
+10% +$614K 0.48% 33
2025
Q1 		$6.31M Buy
59,822
+10,358
+21% +$1.1M 0.47% 33
2024
Q4 		$5.27M Buy
49,464
+928
+2% +$99.7K 0.39% 37
2024
Q3 		$5.27M Sell
48,536
-2,162
-4% -$233K 0.39% 39
2024
Q2 		$5.4M Buy
50,698
+494
+1% +$52.6K 0.42% 39
2024
Q1 		$5.4M Sell
50,204
-3,351
-6% -$362K 0.43% 38
2023
Q4 		$5.81M Sell
53,555
-39,755
-43% -$4.15M 0.5% 35
2023
Q3 		$9.57M Buy
93,310
+931
+1% +$98.2K 0.88% 21
2023
Q2 		$9.86M Buy
92,379
+12,739
+16% +$1.36M 0.83% 23
2023
Q1 		$8.58M Sell
79,640
-5,073
-6% -$542K 0.76% 29
2022
Q4 		$9.15M Buy
84,713
+1,486
+2% +$155K 0.79% 26
2022
Q3 		$8.54M Buy
83,227
+905
+1% +$96.2K 0.88% 23
2022
Q2 		$8.76M Buy
82,322
+11,256
+16% +$1.2M 0.85% 25
2022
Q1 		$7.79M Sell
71,066
-135
-0.2% -$15.2K 0.68% 27
2021
Q4 		$8.28M Buy
71,201
+5,985
+9% +$695K 0.7% 25
2021
Q3 		$7.58M Buy
65,216
+1,343
+2% +$157K 0.68% 26
2021
Q2 		$7.49M Buy
63,873
+4,651
+8% +$544K 0.69% 27
2021
Q1 		$6.87M Buy
59,222
+44,699
+308% +$5.21M 0.68% 28
2020
Q4 		$1.7M Sell
14,523
-43,905
-75% -$5.1M 0.26% 50
2020
Q3 		$6.77M Buy
58,428
+2,728
+5% +$317K 0.81% 26
2020
Q2 		$6.43M Buy
55,700
+395
+0.7% +$44.8K 0.81% 28
2020
Q1 		$6.25M Sell
55,305
-814
-1% -$92.9K 0.95% 26
2019
Q4 		$6.39M Buy
56,119
+852
+2% +$97.1K 0.83% 26
2019
Q3 		$6.32M Buy
55,267
+287
+0.5% +$32.7K 0.87% 25
2019
Q2 		$6.22M Buy
54,980
+5,247
+11% +$587K 0.87% 25
2019
Q1 		$5.53M Buy
+49,733
New +$5.45M 0.81% 27

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
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
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

Patriot Investment Management Group's MUB Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares National Muni Bond ETF (MUB) stake by 0.51% in Q2 2026, selling an estimated $47.4K and leaving 86,895 shares worth $9.35M. The position accounts for 0.54% of the portfolio, ranked #30.

Patriot Investment Management Group first reported a position in MUB in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.86M in Q2 2023. 647 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Patriot Investment Management Group held 86,895 shares of iShares National Muni Bond ETF worth $9.35M as of Q2 2026.
  • Patriot Investment Management Group sold 443 iShares National Muni Bond ETF shares in Q2 2026, an estimated $47.4K.
  • iShares National Muni Bond ETF made up 0.54% of Patriot Investment Management Group's portfolio in Q2 2026, its #30 holding.
  • Patriot Investment Management Group first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares National Muni Bond ETF position peaked at $9.86M in Q2 2023.
  • 647 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.