Private Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Private Advisory Group’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	$1.11M	Buy	+10,430	New	+$1.12M	0.07%	148

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

Private Advisory Group's MUB Position: Q1 2026 in Review

Private Advisory Group opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 10,430 shares worth $1.11M. The stake represents 0.07% of the portfolio and ranks #148 among its holdings.

1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Private Advisory Group held 10,430 shares of iShares National Muni Bond ETF worth $1.11M as of Q1 2026.
iShares National Muni Bond ETF was a new Private Advisory Group position in Q1 2026.
iShares National Muni Bond ETF made up 0.07% of Private Advisory Group's portfolio in Q1 2026, its #148 holding.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.