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Pinnacle Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Pinnacle Associates’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
Q1 		$1.9M Buy
17,930
+336
+2% +$36.1K 0.02% 403
2025
Q4 		$1.88M Buy
17,594
+1,383
+9% +$148K 0.02% 403
2025
Q3 		$1.73M Buy
16,211
+3,150
+24% +$330K 0.02% 414
2025
Q2 		$1.36M Buy
13,061
+1,712
+15% +$178K 0.02% 452
2025
Q1 		$1.2M Sell
11,349
-3,547
-24% -$377K 0.02% 465
2024
Q4 		$1.59M Buy
14,896
+1,463
+11% +$157K 0.02% 406
2024
Q3 		$1.46M Sell
13,433
-995
-7% -$107K 0.02% 403
2024
Q2 		$1.54M Sell
14,428
-798
-5% -$85K 0.02% 407
2024
Q1 		$1.64M Buy
15,226
+1,793
+13% +$193K 0.03% 403
2023
Q4 		$1.46M Buy
13,433
+1,597
+13% +$167K 0.02% 408
2023
Q3 		$1.21M Sell
11,836
-541
-4% -$57.1K 0.02% 425
2023
Q2 		$1.32M Buy
12,377
+2,061
+20% +$220K 0.02% 427
2023
Q1 		$1.11M Sell
10,316
-583
-5% -$62.3K 0.02% 393
2022
Q4 		$1.15M Sell
10,899
-1,344
-11% -$140K 0.03% 383
2022
Q3 		$1.26M Sell
12,243
-7,125
-37% -$757K 0.03% 357
2022
Q2 		$2.06M Buy
19,368
+690
+4% +$73.6K 0.04% 298
2022
Q1 		$2.05M Sell
18,678
-875
-4% -$98.8K 0.04% 342
2021
Q4 		$2.27M Sell
19,553
-263
-1% -$30.5K 0.04% 331
2021
Q3 		$2.3M Sell
19,816
-90
-0.5% -$10.6K 0.04% 320
2021
Q2 		$2.33M Sell
19,906
-30
-0.2% -$3.51K 0.04% 313
2021
Q1 		$2.31M Sell
19,936
-464
-2% -$54.1K 0.04% 304
2020
Q4 		$2.39M Sell
20,400
-1,468
-7% -$171K 0.05% 280
2020
Q3 		$2.54M Buy
21,868
+571
+3% +$66.3K 0.06% 253
2020
Q2 		$2.46M Buy
21,297
+317
+2% +$36K 0.06% 252
2020
Q1 		$2.37M Buy
20,980
+784
+4% +$89.5K 0.07% 240
2019
Q4 		$2.3M Buy
20,196
+747
+4% +$85.1K 0.05% 284
2019
Q3 		$2.22M Buy
19,449
+1,187
+6% +$135K 0.05% 289
2019
Q2 		$2.06M Sell
18,262
-134
-0.7% -$15K 0.05% 297
2019
Q1 		$2.04M Sell
18,396
-424
-2% -$46.5K 0.05% 294
2018
Q4 		$2.05M Sell
18,820
-6,019
-24% -$648K 0.05% 285
2018
Q3 		$2.68M Sell
24,839
-3,043
-11% -$331K 0.06% 271
2018
Q2 		$3.04M Sell
27,882
-1,099
-4% -$119K 0.06% 265
2018
Q1 		$3.16M Sell
28,981
-794
-3% -$86.6K 0.06% 262
2017
Q4 		$3.3M Buy
29,775
+7,775
+35% +$860K 0.06% 252
2017
Q3 		$2.44M Sell
22,000
-5,195
-19% -$576K 0.05% 282
2017
Q2 		$3M Buy
27,195
+9,227
+51% +$1.01M 0.06% 260
2017
Q1 		$1.96M Sell
17,968
-2,340
-12% -$254K 0.04% 317
2016
Q4 		$2.2M Sell
20,308
-8,052
-28% -$882K 0.04% 296
2016
Q3 		$3.2M Buy
28,360
+2,235
+9% +$253K 0.06% 253
2016
Q2 		$2.98M Buy
26,125
+85
+0.3% +$9.57K 0.06% 252
2016
Q1 		$2.91M Sell
26,040
-1,100
-4% -$122K 0.06% 246
2015
Q4 		$3M Buy
27,140
+6,447
+31% +$707K 0.06% 243
2015
Q3 		$2.27M Sell
20,693
-517
-2% -$56.3K 0.05% 272
2015
Q2 		$2.29M Buy
21,210
+3,730
+21% +$406K 0.04% 279
2015
Q1 		$1.93M Buy
17,480
+4,480
+34% +$496K 0.04% 287
2014
Q4 		$1.43M Buy
13,000
+1,970
+18% +$217K 0.03% 322
2014
Q3 		$1.21M Sell
11,030
-135
-1% -$14.7K 0.02% 340
2014
Q2 		$1.21M Sell
11,165
-2,140
-16% -$231K 0.02% 339
2014
Q1 		$1.42M Sell
13,305
-2,155
-14% -$229K 0.03% 311
2013
Q4 		$1.6M Sell
15,460
-11,285
-42% -$1.18M 0.03% 309
2013
Q3 		$2.79M Sell
26,745
-4,345
-14% -$449K 0.06% 236
2013
Q2 		$3.27M Buy
+31,090
New +$3.4M 0.07% 208

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Associates's MUB Position: Q1 2026 in Review

Pinnacle Associates increased its iShares National Muni Bond ETF (MUB) stake by 1.9% in Q1 2026, buying an estimated $36.1K and bringing the position to 17,930 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #403.

Pinnacle Associates first reported a position in MUB in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.3M in Q4 2017. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Pinnacle Associates held 17,930 shares of iShares National Muni Bond ETF worth $1.9M as of Q1 2026.
  • Pinnacle Associates bought 336 iShares National Muni Bond ETF shares in Q1 2026, an estimated $36.1K.
  • iShares National Muni Bond ETF made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #403 holding.
  • Pinnacle Associates first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Pinnacle Associates's iShares National Muni Bond ETF position peaked at $3.3M in Q4 2017.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.