PKS Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

PKS Advisory 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	$283K	Sell	2,666 -57	-2%	-$6.13K	0.07%	206
2025 Q4	$292K	Sell	2,723 -727	-21%	-$77.8K	0.07%	202
2025 Q3	$367K	Buy	3,450 +558	+19%	+$58.4K	0.08%	178
2025 Q2	$302K	Buy	2,892 +23	+0.8%	+$2.39K	0.07%	199
2025 Q1	$302K	Buy	2,869 +117	+4%	+$12.4K	0.08%	184
2024 Q4	$293K	Buy	+2,752	New	+$296K	0.07%	191

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PKS Advisory Services's MUB Position: Q1 2026 in Review

PKS Advisory Services reduced its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q1 2026, selling an estimated $6.13K and leaving 2,666 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #206.

PKS Advisory Services first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $367K in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

PKS Advisory Services held 2,666 shares of iShares National Muni Bond ETF worth $283K as of Q1 2026.
PKS Advisory Services sold 57 iShares National Muni Bond ETF shares in Q1 2026, an estimated $6.13K.
iShares National Muni Bond ETF made up 0.07% of PKS Advisory Services's portfolio in Q1 2026, its #206 holding.
PKS Advisory Services first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's iShares National Muni Bond ETF position peaked at $367K in Q3 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.