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

Pineridge 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
2025 Q3	$136K	Sell	1,273 -52	-4%	-$5.44K	0.04%	64
2025 Q2	$138K	Buy	1,325 +399	+43%	+$41.5K	0.05%	62
2025 Q1	$97.6K	Buy	926 +483	+109%	+$51.4K	0.04%	78
2024 Q4	$47.2K	Buy	443 +1	+0.2%	+$107	0.02%	138
2024 Q3	$48.1K	Hold	442	–	–	0.02%	138
2024 Q2	$47.1K	Hold	442	–	–	0.02%	142
2024 Q1	$47.5K	Buy	442 +1	+0.2%	+$108	0.02%	139
2023 Q4	$47.8K	Buy	+441	New	+$46.1K	0.02%	172

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Pineridge Advisors's MUB Position: Q3 2025 in Review

Pineridge Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.9% in Q3 2025, selling an estimated $5.44K and leaving 1,273 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #64.

Pineridge Advisors first reported a position in MUB in Q4 2023 and has held it in 8 quarters since. The position peaked at $138K in Q2 2025. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Pineridge Advisors held 1,273 shares of iShares National Muni Bond ETF worth $136K as of Q3 2025.
Pineridge Advisors sold 52 iShares National Muni Bond ETF shares in Q3 2025, an estimated $5.44K.
iShares National Muni Bond ETF made up 0.04% of Pineridge Advisors's portfolio in Q3 2025, its #64 holding.
Pineridge Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares National Muni Bond ETF position peaked at $138K in Q2 2025.
1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.