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Peapack-Gladstone Financial Corp’s iShares National Muni Bond ETF MUB Stock Holding History

Peapack-Gladstone Financial Corp’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 		$28.3M Buy
266,664
+23,474
+10% +$2.52M 0.36% 79
2025
Q4 		$26M Buy
243,190
+26,101
+12% +$2.79M 0.33% 82
2025
Q3 		$23.1M Buy
217,089
+70,379
+48% +$7.37M 0.3% 89
2025
Q2 		$15.3M Buy
146,710
+58,477
+66% +$6.08M 0.22% 117
2025
Q1 		$9.3M Buy
88,233
+15,772
+22% +$1.68M 0.14% 151
2024
Q4 		$7.72M Buy
72,461
+11,764
+19% +$1.26M 0.11% 166
2024
Q3 		$6.59M Buy
60,697
+3,730
+7% +$402K 0.1% 188
2024
Q2 		$6.07M Buy
56,967
+7,239
+15% +$771K 0.09% 188
2024
Q1 		$5.35M Buy
49,728
+3,041
+7% +$328K 0.08% 209
2023
Q4 		$5.06M Buy
46,687
+12,442
+36% +$1.3M 0.09% 207
2023
Q3 		$3.51M Buy
34,245
+3,953
+13% +$417K 0.07% 234
2023
Q2 		$3.23M Buy
30,292
+8,869
+41% +$948K 0.06% 246
2023
Q1 		$2.3M Buy
21,423
+2,505
+13% +$268K 0.04% 287
2022
Q4 		$2M Sell
18,918
-61
-0.3% -$6.36K 0.04% 296
2022
Q3 		$1.95M Buy
18,979
+8,136
+75% +$865K 0.04% 295
2022
Q2 		$1.15M Sell
10,843
-396
-4% -$42.3K 0.03% 336
2022
Q1 		$1.23M Sell
11,239
-601
-5% -$67.8K 0.02% 346
2021
Q4 		$1.38M Hold
11,840
– – 0.03% 337
2021
Q3 		$1.38M Hold
11,840
– – 0.03% 320
2021
Q2 		$1.39M Hold
11,840
– – 0.03% 291
2021
Q1 		$1.37M Hold
11,840
– – 0.04% 277
2020
Q4 		$1.39M Hold
11,840
– – 0.04% 232
2020
Q3 		$1.37M Hold
11,840
– – 0.05% 204
2020
Q2 		$1.37M Hold
11,840
– – 0.05% 201
2020
Q1 		$1.34M Hold
11,840
– – 0.06% 190
2019
Q4 		$1.35M Hold
11,840
– – 0.05% 182
2019
Q3 		$1.35M Sell
11,840
-1,571
-12% -$179K 0.06% 176
2019
Q2 		$1.52M Buy
13,411
+791
+6% +$88.6K 0.07% 170
2019
Q1 		$1.4M Sell
12,620
-180
-1% -$19.7K 0.06% 165
2018
Q4 		$1.4M Sell
12,800
-1,886
-13% -$203K 0.07% 160
2018
Q3 		$1.58M Sell
14,686
-133
-0.9% -$14.5K 0.08% 160
2018
Q2 		$1.62M Sell
14,819
-1,113
-7% -$121K 0.08% 152
2018
Q1 		$1.74M Sell
15,932
-1,559
-9% -$170K 0.09% 146
2017
Q4 		$1.94M Sell
17,491
-1,286
-7% -$142K 0.1% 138
2017
Q3 		$2.08M Sell
18,777
-82
-0.4% -$9.1K 0.12% 133
2017
Q2 		$2.08M Sell
18,859
-658
-3% -$72.4K 0.12% 133
2017
Q1 		$2.13M Buy
19,517
+152
+0.8% +$16.5K 0.13% 131
2016
Q4 		$2.09M Sell
19,365
-5,071
-21% -$555K 0.14% 128
2016
Q3 		$2.76M Buy
24,436
+1,870
+8% +$212K 0.18% 114
2016
Q2 		$2.57M Buy
22,566
+51
+0.2% +$5.74K 0.18% 115
2016
Q1 		$2.51M Buy
22,515
+1,293
+6% +$144K 0.18% 116
2015
Q4 		$2.35M Buy
21,222
+810
+4% +$88.9K 0.16% 123
2015
Q3 		$2.24M Buy
20,412
+1,048
+5% +$114K 0.17% 127
2015
Q2 		$2.1M Buy
19,364
+1,767
+10% +$193K 0.15% 132
2015
Q1 		$1.95M Buy
17,597
+1,275
+8% +$141K 0.13% 134
2014
Q4 		$1.8M Buy
16,322
+175
+1% +$19.2K 0.13% 140
2014
Q3 		$1.77M Buy
16,147
+4,765
+42% +$520K 0.13% 130
2014
Q2 		$1.24M Buy
11,382
+2,055
+22% +$222K 0.09% 150
2014
Q1 		$999K Sell
9,327
-945
-9% -$100K 0.08% 155
2013
Q4 		$1.07M Buy
10,272
+430
+4% +$44.9K 0.09% 147
2013
Q3 		$1.03M Buy
9,842
+4,935
+101% +$510K 0.09% 147
2013
Q2 		$515K Buy
+4,907
New +$537K 0.05% 193

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

Peapack-Gladstone Financial Corp's MUB Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp increased its iShares National Muni Bond ETF (MUB) stake by 9.7% in Q1 2026, buying an estimated $2.52M and bringing the position to 266,664 shares worth $28.3M. The position accounts for 0.36% of the portfolio, ranked #79.

Peapack-Gladstone Financial Corp first reported a position in MUB in Q2 2013 and has held it in 52 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 266,664 shares of iShares National Muni Bond ETF worth $28.3M as of Q1 2026.
  • Peapack-Gladstone Financial Corp bought 23,474 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.52M.
  • iShares National Muni Bond ETF made up 0.36% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #79 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.