Pine Grove Financial Group
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Pine Grove Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Pine Grove Financial 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
Q3 		$7.7M Buy
76,162
+6,703
+10% +$704K 0.75% 36
2026
Q2 		$7.48M Sell
69,459
-7,362
-10% -$787K 0.76% 37
2026
Q1 		$8.17M Buy
76,821
+7,607
+11% +$818K 0.95% 34
2025
Q4 		$7.41M Buy
+69,214
New +$7.41M 0.89% 36

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Pine Grove Financial Group's MUB Position: Q3 2026 in Review

Pine Grove Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 9.7% in Q3 2026, buying an estimated $704K and bringing the position to 76,162 shares worth $7.7M. The position accounts for 0.75% of the portfolio, ranked #36.

Pine Grove Financial Group first reported a position in MUB in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.17M in Q1 2026. 1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Pine Grove Financial Group held 76,162 shares of iShares National Muni Bond ETF worth $7.7M as of Q3 2026.
  • Pine Grove Financial Group bought 6,703 iShares National Muni Bond ETF shares in Q3 2026, an estimated $704K.
  • iShares National Muni Bond ETF made up 0.75% of Pine Grove Financial Group's portfolio in Q3 2026, its #36 holding.
  • Pine Grove Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's iShares National Muni Bond ETF position peaked at $8.17M in Q1 2026.
  • 1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.