Pinnacle Financial Partners (Tennessee)’s iShares National Muni Bond ETF MUB Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$290K	Sell	2,726 -12,113	-82%	-$1.27M	0.01%	405
2025 Q2	$1.55M	Sell	14,839 -1,687	-10%	-$175K	0.03%	245
2025 Q1	$1.76M	Sell	16,526 -392	-2%	-$41.7K	0.04%	238
2024 Q4	$1.84M	Hold	16,918	–	–	0.04%	235
2024 Q3	$1.84M	Sell	16,918 -46	-0.3%	-$4.96K	0.04%	235
2024 Q2	$1.83M	Hold	16,964	–	–	0.04%	234
2024 Q1	$1.83M	Buy	16,964 +4,412	+35%	+$476K	0.04%	229
2023 Q4	$1.36M	Hold	12,552	–	–	0.03%	237
2023 Q3	$1.29M	Hold	12,552	–	–	0.03%	231
2023 Q2	$1.34M	Hold	12,552	–	–	0.03%	225
2023 Q1	$1.35M	Hold	12,552	–	–	0.04%	226
2022 Q4	$1.32M	Buy	+12,552	New	+$1.31M	0.04%	222
2022 Q3	–	Sell	-2,156	Closed	-$229K	–	550
2022 Q2	$229K	Buy	2,156 +167	+8%	+$17.8K	0.01%	340
2022 Q1	$218K	Buy	+1,989	New	+$224K	0.01%	348
2021 Q4	–	Sell	-7,010	Closed	-$814K	–	478
2021 Q3	$814K	Buy	+7,010	New	+$822K	0.03%	244
2021 Q2	–	Sell	-2,307	Closed	-$268K	–	477
2021 Q1	$268K	Hold	2,307	–	–	0.01%	314
2020 Q4	$270K	Hold	2,307	–	–	0.01%	313
2020 Q3	$267K	Sell	2,307 -1,508	-40%	-$175K	0.01%	299
2020 Q2	$440K	Buy	+3,815	New	+$433K	0.03%	245

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 22.9% 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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s MUB Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its iShares National Muni Bond ETF (MUB) stake by 82% in Q3 2025, selling an estimated $1.27M and leaving 2,726 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #405.

Pinnacle Financial Partners (Tennessee) first reported a position in MUB in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.84M in Q4 2024. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 2,726 shares of iShares National Muni Bond ETF worth $290K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 12,113 iShares National Muni Bond ETF shares in Q3 2025, an estimated $1.27M.
iShares National Muni Bond ETF made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #405 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 19 quarters since.
Pinnacle Financial Partners (Tennessee)'s iShares National Muni Bond ETF position peaked at $1.84M in Q4 2024.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.