Superior Planning, LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Superior Planning, LLC’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 Q3	$2.41M	Buy	+23,844	New	+$2.5M	1%	20

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's MUB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 23,844 shares worth $2.41M. The stake represents 1% of the portfolio and ranks #20 among its holdings.

1,297 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Superior Planning, LLC held 23,844 shares of iShares National Muni Bond ETF worth $2.41M as of Q3 2026.
iShares National Muni Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares National Muni Bond ETF made up 1% of Superior Planning, LLC's portfolio in Q3 2026, its #20 holding.
1,297 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.