Pinnacle Wealth Management Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Buy |
14,708
+161
| +1% | +$17.3K | 0.11% | 137 |
|
|
2025
Q4 | $1.56M | Buy |
14,547
+5,078
| +54% | +$544K | 0.11% | 127 |
|
|
2025
Q3 | $1.01M | Buy |
9,469
+2,625
| +38% | +$275K | 0.08% | 151 |
|
|
2025
Q2 | $715K | Buy |
6,844
+1,287
| +23% | +$134K | 0.06% | 179 |
|
|
2025
Q1 | $586K | Sell |
5,557
-1,599
| -22% | -$170K | 0.05% | 185 |
|
|
2024
Q4 | $762K | Buy |
7,156
+1,035
| +17% | +$111K | 0.07% | 154 |
|
|
2024
Q3 | $665K | Sell |
6,121
-295
| -5% | -$31.8K | 0.06% | 167 |
|
|
2024
Q2 | $684K | Buy |
6,416
+102
| +2% | +$10.9K | 0.07% | 157 |
|
|
2024
Q1 | $679K | Hold |
6,314
| – | – | 0.07% | 157 |
|
|
2023
Q4 | $685K | Buy |
6,314
+547
| +9% | +$57.2K | 0.08% | 150 |
|
|
2023
Q3 | $591K | Hold |
5,767
| – | – | 0.08% | 158 |
|
|
2023
Q2 | $616K | Buy |
5,767
+2,236
| +63% | +$239K | 0.08% | 160 |
|
|
2023
Q1 | $380K | Buy |
3,531
+675
| +24% | +$72.1K | 0.05% | 207 |
|
|
2022
Q4 | $301K | Sell |
2,856
-685
| -19% | -$71.4K | 0.05% | 221 |
|
|
2022
Q3 | $363K | Sell |
3,541
-2,310
| -39% | -$246K | 0.06% | 193 |
|
|
2022
Q2 | $622K | Sell |
5,851
-2,180
| -27% | -$233K | 0.1% | 147 |
|
|
2022
Q1 | $881K | Sell |
8,031
-675
| -8% | -$76.2K | 0.13% | 131 |
|
|
2021
Q4 | $1.01M | Sell |
8,706
-400
| -4% | -$46.4K | 0.17% | 119 |
|
|
2021
Q3 | $1.06M | Hold |
9,106
| – | – | 0.25% | 96 |
|
|
2021
Q2 | $1.07M | Sell |
9,106
-30
| -0.3% | -$3.51K | 0.25% | 91 |
|
|
2021
Q1 | $1.06M | Sell |
9,136
-500
| -5% | -$58.3K | 0.3% | 77 |
|
|
2020
Q4 | $1.13M | Sell |
9,636
-1,448
| -13% | -$168K | 0.34% | 71 |
|
|
2020
Q3 | $1.28M | Buy |
11,084
+571
| +5% | +$66.3K | 0.45% | 63 |
|
|
2020
Q2 | $1.21M | Buy |
10,513
+717
| +7% | +$81.4K | 0.45% | 63 |
|
|
2020
Q1 | $1.11M | Buy |
9,796
+634
| +7% | +$72.4K | 0.54% | 50 |
|
|
2019
Q4 | $1.04M | Buy |
9,162
+497
| +6% | +$56.6K | 0.39% | 78 |
|
|
2019
Q3 | $989K | Buy |
8,665
+1,242
| +17% | +$142K | 0.41% | 75 |
|
|
2019
Q2 | $839K | Buy |
7,423
+91
| +1% | +$10.2K | 0.36% | 79 |
|
|
2019
Q1 | $815K | Sell |
7,332
-274
| -4% | -$30K | 0.37% | 81 |
|
|
2018
Q4 | $829K | Sell |
7,606
-2,094
| -22% | -$225K | 0.45% | 71 |
|
|
2018
Q3 | $1.05M | Sell |
9,700
-2,618
| -21% | -$285K | 0.52% | 58 |
|
|
2018
Q2 | $1.34M | Sell |
12,318
-1,449
| -11% | -$157K | 0.72% | 39 |
|
|
2018
Q1 | $1.5M | Sell |
13,767
-569
| -4% | -$62.1K | 0.85% | 29 |
|
|
2017
Q4 | $1.59M | Buy |
14,336
+3,348
| +30% | +$370K | 0.88% | 32 |
|
|
2017
Q3 | $1.22M | Sell |
10,988
-6,227
| -36% | -$691K | 0.71% | 44 |
|
|
2017
Q2 | $1.9M | Buy |
17,215
+9,402
| +120% | +$1.03M | 1.17% | 22 |
|
|
2017
Q1 | $851K | Sell |
7,813
-2,220
| -22% | -$241K | 0.59% | 57 |
|
|
2016
Q4 | $1.08M | Sell |
10,033
-8,177
| -45% | -$895K | 0.78% | 44 |
|
|
2016
Q3 | $2.05M | Buy |
18,210
+2,235
| +14% | +$253K | 1.56% | 14 |
|
|
2016
Q2 | $1.82M | Buy |
15,975
+285
| +2% | +$32.1K | 1.44% | 16 |
|
|
2016
Q1 | $1.75M | Sell |
15,690
-900
| -5% | -$100K | 1.56% | 14 |
|
|
2015
Q4 | $1.84M | Buy |
16,590
+5,747
| +53% | +$631K | 1.68% | 13 |
|
|
2015
Q3 | $1.19M | Buy |
10,843
+183
| +2% | +$19.9K | 1.15% | 25 |
|
|
2015
Q2 | $1.15M | Buy |
10,660
+4,330
| +68% | +$472K | 1.07% | 29 |
|
|
2015
Q1 | $700K | Buy |
6,330
+3,405
| +116% | +$377K | 0.63% | 55 |
|
|
2014
Q4 | $323K | Buy |
+2,925
| New | +$321K | 0.3% | 79 |
|
Other funds holding MUB
Pinnacle Wealth Management Advisory Group's MUB Position: Q1 2026 in Review
Pinnacle Wealth Management Advisory Group increased its iShares National Muni Bond ETF (MUB) stake by 1.1% in Q1 2026, buying an estimated $17.3K and bringing the position to 14,708 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #137.
Pinnacle Wealth Management Advisory Group first reported a position in MUB in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.05M in Q3 2016. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.
- Pinnacle Wealth Management Advisory Group held 14,708 shares of iShares National Muni Bond ETF worth $1.56M as of Q1 2026.
- Pinnacle Wealth Management Advisory Group bought 161 iShares National Muni Bond ETF shares in Q1 2026, an estimated $17.3K.
- iShares National Muni Bond ETF made up 0.11% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #137 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 46 quarters since.
- Pinnacle Wealth Management Advisory Group's iShares National Muni Bond ETF position peaked at $2.05M in Q3 2016.
- 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.