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PFG Investments’s iShares National Muni Bond ETF MUB Stock Holding History

PFG Investments’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 		$965K Buy
8,968
+1,348
+18% +$144K 0.04% 405
2026
Q1 		$809K Sell
7,620
-48
-0.6% -$5.16K 0.04% 423
2025
Q4 		$821K Sell
7,668
-291
-4% -$31.2K 0.04% 396
2025
Q3 		$848K Buy
7,959
+40
+0.5% +$4.19K 0.04% 378
2025
Q2 		$827K Buy
7,919
+516
+7% +$53.6K 0.05% 356
2025
Q1 		$781K Sell
7,403
-103
-1% -$11K 0.05% 357
2024
Q4 		$800K Sell
7,506
-812
-10% -$87.2K 0.05% 346
2024
Q3 		$904K Buy
8,318
+363
+5% +$39.1K 0.06% 327
2024
Q2 		$848K Buy
7,955
+313
+4% +$33.3K 0.06% 301
2024
Q1 		$822K Sell
7,642
-171
-2% -$18.5K 0.05% 373
2023
Q4 		$847K Buy
7,813
+218
+3% +$22.8K 0.16% 154
2023
Q3 		$779K Buy
7,595
+1,100
+17% +$116K 0.15% 151
2023
Q2 		$693K Sell
6,495
-193
-3% -$20.6K 0.12% 182
2023
Q1 		$721K Buy
+6,688
New +$715K 0.15% 153

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PFG Investments's MUB Position: Q2 2026 in Review

PFG Investments increased its iShares National Muni Bond ETF (MUB) stake by 18% in Q2 2026, buying an estimated $144K and bringing the position to 8,968 shares worth $965K. The position accounts for 0.04% of the portfolio, ranked #405.

PFG Investments first reported a position in MUB in Q1 2023 and has held it in 14 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • PFG Investments held 8,968 shares of iShares National Muni Bond ETF worth $965K as of Q2 2026.
  • PFG Investments bought 1,348 iShares National Muni Bond ETF shares in Q2 2026, an estimated $144K.
  • iShares National Muni Bond ETF made up 0.04% of PFG Investments's portfolio in Q2 2026, its #405 holding.
  • PFG Investments first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.