BHFP
MUB icon

Blom & Howell Financial Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Blom & Howell Financial Planning’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
Q2 		$221K Buy
2,050
+8
+0.4% +$856 0.18% 61
2026
Q1 		$217K Buy
2,042
+7
+0.3% +$753 0.21% 59
2025
Q4 		$218K Buy
+2,035
New +$218K 0.22% 58

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Blom & Howell Financial Planning's MUB Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its iShares National Muni Bond ETF (MUB) stake by 0.39% in Q2 2026, buying an estimated $856 and bringing the position to 2,050 shares worth $221K. The position accounts for 0.18% of the portfolio, ranked #61.

Blom & Howell Financial Planning first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Blom & Howell Financial Planning held 2,050 shares of iShares National Muni Bond ETF worth $221K as of Q2 2026.
  • Blom & Howell Financial Planning bought 8 iShares National Muni Bond ETF shares in Q2 2026, an estimated $856.
  • iShares National Muni Bond ETF made up 0.18% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #61 holding.
  • Blom & Howell Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.