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

Pinion Investment 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
Q2 		$380K Buy
+3,529
New +$377K 0.07% 146
2024
Q2 		– Sell
-4,205
Closed -$452K – 156
2024
Q1 		$452K Buy
+4,205
New +$454K 0.23% 84
2021
Q1 		– Sell
-2,202
Closed -$258K – 152
2020
Q4 		$258K Buy
+2,202
New +$256K 0.27% 117

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 22.9% 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

Pinion Investment Advisors's MUB Position: Q2 2026 in Review

Pinion Investment Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 3,529 shares worth $380K. The stake represents 0.07% of the portfolio and ranks #146 among its holdings. This is a return to the name: Pinion Investment Advisors previously reported a position in MUB as recently as Q1 2024.

Pinion Investment Advisors first reported a position in MUB in Q4 2020 and has held it in 3 quarters since. The position peaked at $452K in Q1 2024. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Pinion Investment Advisors held 3,529 shares of iShares National Muni Bond ETF worth $380K as of Q2 2026.
  • iShares National Muni Bond ETF was a new Pinion Investment Advisors position in Q2 2026.
  • iShares National Muni Bond ETF made up 0.07% of Pinion Investment Advisors's portfolio in Q2 2026, its #146 holding.
  • Pinion Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • Pinion Investment Advisors's iShares National Muni Bond ETF position peaked at $452K in Q1 2024.
  • 1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.