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Pinney & Scofield’s iShares National Muni Bond ETF MUB Stock Holding History

Pinney & Scofield’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 		– Sell
-13,830
Closed -$1.44M – 221
2025
Q2 		$1.44M Hold
13,830
– – 0.98% 18
2025
Q1 		$1.46M Hold
13,830
– – 1.06% 17
2024
Q4 		$1.47M Buy
+13,830
New +$1.49M 1.12% 16

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinney & Scofield's MUB Position: Q3 2025 in Review

Pinney & Scofield sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 13,830 shares — an estimated $1.44M sold.

Pinney & Scofield first reported a position in MUB in Q4 2024 and held it in 3 quarters. The position peaked at $1.47M in Q4 2024. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Pinney & Scofield reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Pinney & Scofield sold 13,830 iShares National Muni Bond ETF shares in Q3 2025, an estimated $1.44M.
  • Pinney & Scofield first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • Pinney & Scofield's iShares National Muni Bond ETF position peaked at $1.47M in Q4 2024.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Pinney & Scofield's 13F filing for Q3 2025, filed 13 Nov 2025.