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

Pinnacle Bancorp’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	$2.1M	Buy	20,774 +4,914	+31%	+$516K	0.56%	41
2026 Q2	$1.71M	Sell	15,860 -13	-0.1%	-$1.39K	0.44%	45
2026 Q1	$1.68M	Buy	15,873 +2,757	+21%	+$296K	0.5%	42
2025 Q4	$1.4M	Buy	13,116 +217	+2%	+$23.2K	0.41%	47
2025 Q3	$1.37M	Sell	12,899 -526	-4%	-$55K	0.41%	46
2025 Q2	$1.4M	Buy	13,425 +2,379	+22%	+$247K	0.43%	43
2025 Q1	$1.16M	Buy	11,046 +2,152	+24%	+$229K	0.38%	46
2024 Q4	$948K	Sell	8,894 -2,302	-21%	-$247K	0.31%	62
2024 Q3	$1.22M	Buy	11,196 +306	+3%	+$33K	0.33%	48
2024 Q2	$1.16M	Sell	10,890 -1,407	-11%	-$150K	0.34%	46
2024 Q1	$1.32M	Hold	12,297	–	–	0.39%	42
2023 Q4	$1.33M	Sell	12,297 -13,118	-52%	-$1.37M	0.44%	40
2023 Q3	$2.61M	Sell	25,415 -381	-1%	-$40.2K	0.93%	18
2023 Q2	$2.75M	Buy	25,796 +248	+1%	+$26.5K	0.94%	21
2023 Q1	$2.75M	Sell	25,548 -442	-2%	-$47.2K	1.01%	16
2022 Q4	$2.74M	Buy	25,990 +22,858	+730%	+$2.38M	1.05%	16
2022 Q3	$321K	Sell	3,132 -1,293	-29%	-$137K	0.14%	107
2022 Q2	$471K	Sell	4,425 -163	-4%	-$17.4K	0.19%	81
2022 Q1	$503K	Sell	4,588 -204	-4%	-$23K	0.17%	86
2021 Q4	$557K	Buy	4,792 +4	+0.1%	+$464	0.2%	84
2021 Q3	$556K	Buy	4,788 +1,280	+36%	+$150K	0.22%	84
2021 Q2	$411K	Buy	3,508 +2	+0.1%	+$234	0.19%	92
2021 Q1	$407K	Sell	3,506 -19	-0.5%	-$2.22K	0.2%	94
2020 Q4	$413K	Buy	3,525 +189	+6%	+$22K	0.25%	83
2020 Q3	$387K	Buy	3,336 +435	+15%	+$50.5K	0.27%	78
2020 Q2	$335K	Buy	2,901 +3	+0.1%	+$341	0.25%	89
2020 Q1	$328K	Buy	2,898 +505	+21%	+$57.6K	0.28%	77
2019 Q4	$273K	Hold	2,393	–	–	0.19%	108
2019 Q3	$273K	Hold	2,393	–	–	0.16%	101
2019 Q2	$271K	Hold	2,393	–	–	0.15%	101
2019 Q1	$266K	Hold	2,393	–	–	0.15%	99
2018 Q4	$261K	Buy	+2,393	New	+$258K	0.16%	95

Other funds holding MUB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Pinnacle Bancorp's MUB Position: Q3 2026 in Review

Pinnacle Bancorp increased its iShares National Muni Bond ETF (MUB) stake by 31% in Q3 2026, buying an estimated $516K and bringing the position to 20,774 shares worth $2.1M. The position accounts for 0.56% of the portfolio, ranked #41.

Pinnacle Bancorp first reported a position in MUB in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.75M in Q2 2023. 458 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Pinnacle Bancorp held 20,774 shares of iShares National Muni Bond ETF worth $2.1M as of Q3 2026.
Pinnacle Bancorp bought 4,914 iShares National Muni Bond ETF shares in Q3 2026, an estimated $516K.
iShares National Muni Bond ETF made up 0.56% of Pinnacle Bancorp's portfolio in Q3 2026, its #41 holding.
Pinnacle Bancorp first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 32 quarters since.
Pinnacle Bancorp's iShares National Muni Bond ETF position peaked at $2.75M in Q2 2023.
458 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.