Pines Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Pines Wealth Management’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	$8.21M	Buy	76,275 +3,307	+5%	+$354K	2.36%	9
2026 Q1	$7.75M	Sell	72,968 -3,457	-5%	-$372K	2.51%	8
2025 Q4	$8.19M	Buy	76,425 +1,481	+2%	+$159K	2.64%	7
2025 Q3	$7.98M	Buy	74,944 +2,793	+4%	+$292K	2.69%	6
2025 Q2	$7.52M	Buy	72,151 +2,207	+3%	+$229K	2.66%	6
2025 Q1	$7.16M	Buy	69,944 +6,630	+10%	+$705K	3.31%	3
2024 Q4	$6.69M	Buy	+63,314	New	+$6.8M	2.91%	7

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pines Wealth Management's MUB Position: Q2 2026 in Review

Pines Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 4.5% in Q2 2026, buying an estimated $354K and bringing the position to 76,275 shares worth $8.21M. The position accounts for 2.36% of the portfolio, ranked #9.

Pines Wealth Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Pines Wealth Management held 76,275 shares of iShares National Muni Bond ETF worth $8.21M as of Q2 2026.
Pines Wealth Management bought 3,307 iShares National Muni Bond ETF shares in Q2 2026, an estimated $354K.
iShares National Muni Bond ETF made up 2.36% of Pines Wealth Management's portfolio in Q2 2026, its #9 holding.
Pines Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.