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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
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

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 Bancorp's MUB Position: Q1 2026 in Review

Pinnacle Bancorp increased its iShares National Muni Bond ETF (MUB) stake by 21% in Q1 2026, buying an estimated $296K and bringing the position to 15,873 shares worth $1.68M. The position accounts for 0.5% of the portfolio, ranked #42.

Pinnacle Bancorp first reported a position in MUB in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.75M in Q2 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Pinnacle Bancorp held 15,873 shares of iShares National Muni Bond ETF worth $1.68M as of Q1 2026.
  • Pinnacle Bancorp bought 2,757 iShares National Muni Bond ETF shares in Q1 2026, an estimated $296K.
  • iShares National Muni Bond ETF made up 0.5% of Pinnacle Bancorp's portfolio in Q1 2026, its #42 holding.
  • Pinnacle Bancorp first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Pinnacle Bancorp's iShares National Muni Bond ETF position peaked at $2.75M in Q2 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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