BankPlus Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

BankPlus Wealth Management’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	$358K	Buy	3,542 +23	+0.7%	+$2.41K	0.16%	88
2026 Q2	$379K	Buy	3,519 +29	+0.8%	+$3.1K	0.17%	87
2026 Q1	$371K	Buy	3,490 +18	+0.5%	+$1.94K	0.19%	86
2025 Q4	$372K	Sell	3,472 -2,012	-37%	-$215K	0.21%	87
2025 Q3	$584K	Buy	5,484 +41	+0.8%	+$4.29K	0.34%	56
2025 Q2	$569K	Buy	5,443 +99	+2%	+$10.3K	0.38%	49
2025 Q1	$564K	Buy	+5,344	New	+$568K	0.41%	47

Other funds holding MUB

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

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

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

BankPlus Wealth Management's MUB Position: Q3 2026 in Review

BankPlus Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.65% in Q3 2026, buying an estimated $2.41K and bringing the position to 3,542 shares worth $358K. The position accounts for 0.16% of the portfolio, ranked #88.

BankPlus Wealth Management first reported a position in MUB in Q1 2025 and has held it in 7 quarters since. The position peaked at $584K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

BankPlus Wealth Management held 3,542 shares of iShares National Muni Bond ETF worth $358K as of Q3 2026.
BankPlus Wealth Management bought 23 iShares National Muni Bond ETF shares in Q3 2026, an estimated $2.41K.
iShares National Muni Bond ETF made up 0.16% of BankPlus Wealth Management's portfolio in Q3 2026, its #88 holding.
BankPlus Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 7 quarters since.
BankPlus Wealth Management's iShares National Muni Bond ETF position peaked at $584K in Q3 2025.
1,051 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.