Peddock Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Peddock Capital Advisors’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	$255K	Hold	2,404	–	–	0.06%	137
2025 Q4	$258K	Hold	2,404	–	–	0.05%	141
2025 Q3	$256K	Hold	2,404	–	–	0.06%	144
2025 Q2	$251K	Buy	2,404 +289	+14%	+$30K	0.06%	144
2025 Q1	$223K	Buy	+2,115	New	+$225K	0.06%	147
2022 Q3	–	Sell	-1,994	Closed	-$212K	–	145
2022 Q2	$212K	Hold	1,994	–	–	0.08%	142
2022 Q1	$219K	Sell	1,994 -4,204	-68%	-$474K	0.07%	152
2021 Q4	$721K	Buy	6,198 +5	+0.1%	+$581	0.24%	90
2021 Q3	$719K	Buy	6,193 +1,280	+26%	+$150K	0.26%	88
2021 Q2	$578K	Buy	4,913 +1,120	+30%	+$131K	0.2%	100
2021 Q1	$440K	Buy	+3,793	New	+$442K	0.17%	103

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peddock Capital Advisors's MUB Position: Q1 2026 in Review

Peddock Capital Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 2,404 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #137.

Peddock Capital Advisors first reported a position in MUB in Q1 2021 and has held it in 11 quarters since. The position peaked at $721K in Q4 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Peddock Capital Advisors held 2,404 shares of iShares National Muni Bond ETF worth $255K as of Q1 2026.
Peddock Capital Advisors left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.06% of Peddock Capital Advisors's portfolio in Q1 2026, its #137 holding.
Peddock Capital Advisors first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 11 quarters since.
Peddock Capital Advisors's iShares National Muni Bond ETF position peaked at $721K in Q4 2021.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.