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Patten Group’s iShares National Muni Bond ETF MUB Stock Holding History

Patten 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
Q1 		$2.04M Sell
19,235
-289
-1% -$31.1K 0.35% 83
2025
Q4 		$2.09M Sell
19,524
-2,391
-11% -$256K 0.39% 79
2025
Q3 		$2.33M Sell
21,915
-2,713
-11% -$284K 0.45% 59
2025
Q2 		$2.57M Buy
24,628
+776
+3% +$80.7K 0.54% 47
2025
Q1 		$2.51M Buy
23,852
+5,587
+31% +$594K 0.58% 45
2024
Q4 		$1.95M Sell
18,265
-897
-5% -$96.4K 0.43% 65
2024
Q3 		$2.08M Buy
19,162
+769
+4% +$82.9K 0.46% 61
2024
Q2 		$1.96M Buy
18,393
+172
+0.9% +$18.3K 0.46% 56
2024
Q1 		$1.96M Sell
18,221
-684
-4% -$73.8K 0.48% 57
2023
Q4 		$2.05M Sell
18,905
-733
-4% -$76.6K 0.56% 48
2023
Q3 		$2.01M Buy
19,638
+3,051
+18% +$322K 0.6% 45
2023
Q2 		$1.77M Buy
16,587
+9,173
+124% +$980K 0.26% 52
2023
Q1 		$799K Buy
7,414
+473
+7% +$50.5K 0.24% 123
2022
Q4 		$732K Sell
6,941
-4,154
-37% -$433K 0.23% 127
2022
Q3 		$1.15M Sell
11,095
-1,255
-10% -$133K 0.39% 80
2022
Q2 		$1.32M Sell
12,350
-576
-4% -$61.5K 0.42% 68
2022
Q1 		$1.42M Sell
12,926
-912
-7% -$103K 0.4% 72
2021
Q4 		$1.61M Buy
13,838
+7,564
+121% +$878K 0.43% 67
2021
Q3 		$729K Buy
6,274
+559
+10% +$65.5K 0.21% 124
2021
Q2 		$670K Buy
5,715
+1,010
+21% +$118K 0.2% 131
2021
Q1 		$546K Buy
4,705
+135
+3% +$15.7K 0.17% 142
2020
Q4 		$536K Buy
4,570
+1,835
+67% +$213K 0.14% 140
2020
Q3 		$317K Buy
2,735
+535
+24% +$62.2K 0.12% 170
2020
Q2 		$254K Hold
2,200
– – 0.11% 182
2020
Q1 		$249K Sell
2,200
-585
-21% -$66.8K 0.13% 160
2019
Q4 		$317K Buy
2,785
+120
+5% +$13.7K 0.12% 169
2019
Q3 		$304K Buy
2,665
+220
+9% +$25.1K 0.12% 163
2019
Q2 		$277K Hold
2,445
– – 0.11% 172
2019
Q1 		$272K Hold
2,445
– – 0.12% 160
2018
Q4 		$267K Buy
2,445
+130
+6% +$14K 0.13% 144
2018
Q3 		$250K Sell
2,315
-228
-9% -$24.8K 0.1% 180
2018
Q2 		$277K Hold
2,543
– – 0.11% 164
2018
Q1 		$277K Sell
2,543
-67
-3% -$7.31K 0.11% 168
2017
Q4 		$289K Sell
2,610
-135
-5% -$14.9K 0.11% 170
2017
Q3 		$304K Hold
2,745
– – 0.12% 158
2017
Q2 		$304K Hold
2,745
– – 0.12% 158
2017
Q1 		$300K Sell
2,745
-92
-3% -$9.97K 0.13% 147
2016
Q4 		$307K Hold
2,837
– – 0.14% 143
2016
Q3 		$317K Hold
2,837
– – 0.15% 136
2016
Q2 		$323K Hold
2,837
– – 0.15% 135
2016
Q1 		$317K Hold
2,837
– – 0.15% 135
2015
Q4 		$314K Buy
2,837
+315
+12% +$34.6K 0.15% 139
2015
Q3 		$276K Hold
2,522
– – 0.14% 138
2015
Q2 		$273K Sell
2,522
-22
-0.9% -$2.4K 0.13% 149
2015
Q1 		$282K Hold
2,544
– – 0.14% 146
2014
Q4 		$280K Buy
+2,544
New +$280K 0.14% 147

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

Patten Group's MUB Position: Q1 2026 in Review

Patten Group reduced its iShares National Muni Bond ETF (MUB) stake by 1.5% in Q1 2026, selling an estimated $31.1K and leaving 19,235 shares worth $2.04M. The position accounts for 0.35% of the portfolio, ranked #83.

Patten Group first reported a position in MUB in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.57M in Q2 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Patten Group held 19,235 shares of iShares National Muni Bond ETF worth $2.04M as of Q1 2026.
  • Patten Group sold 289 iShares National Muni Bond ETF shares in Q1 2026, an estimated $31.1K.
  • iShares National Muni Bond ETF made up 0.35% of Patten Group's portfolio in Q1 2026, its #83 holding.
  • Patten Group first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Patten Group's iShares National Muni Bond ETF position peaked at $2.57M in Q2 2025.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.