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Pinnacle Wealth Planning Services’s iShares National Muni Bond ETF MUB Stock Holding History

Pinnacle Wealth Planning Services’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 		$485K Buy
4,567
+389
+9% +$41.8K 0.05% 215
2025
Q4 		$448K Hold
4,178
– – 0.05% 226
2025
Q3 		$445K Sell
4,178
-12
-0.3% -$1.26K 0.05% 238
2025
Q2 		$438K Sell
4,190
-2,463
-37% -$256K 0.06% 219
2025
Q1 		$701K Hold
6,653
– – 0.11% 115
2024
Q4 		$709K Hold
6,653
– – 0.11% 111
2024
Q3 		$723K Buy
6,653
+1,500
+29% +$162K 0.1% 129
2024
Q2 		$549K Hold
5,153
– – 0.08% 163
2024
Q1 		$554K Sell
5,153
-900
-15% -$97.1K 0.08% 168
2023
Q4 		$656K Sell
6,053
-36
-0.6% -$3.76K 0.1% 131
2023
Q3 		$624K Buy
6,089
+36
+0.6% +$3.8K 0.1% 128
2023
Q2 		$646K Sell
6,053
-300
-5% -$32.1K 0.1% 129
2023
Q1 		$684K Hold
6,353
– – 0.11% 128
2022
Q4 		$670K Buy
+6,353
New +$662K 0.12% 120
2019
Q1 		– Sell
-6,239
Closed -$680K – 178
2018
Q4 		$680K Buy
+6,239
New +$671K 0.44% 45

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 Wealth Planning Services's MUB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its iShares National Muni Bond ETF (MUB) stake by 9.3% in Q1 2026, buying an estimated $41.8K and bringing the position to 4,567 shares worth $485K. The position accounts for 0.05% of the portfolio, ranked #215.

Pinnacle Wealth Planning Services first reported a position in MUB in Q4 2018 and has held it in 15 quarters since. The position peaked at $723K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,567 shares of iShares National Muni Bond ETF worth $485K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 389 iShares National Muni Bond ETF shares in Q1 2026, an estimated $41.8K.
  • iShares National Muni Bond ETF made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #215 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 15 quarters since.
  • Pinnacle Wealth Planning Services's iShares National Muni Bond ETF position peaked at $723K in Q3 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.