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Cassady Wealth & Retirement Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Cassady Wealth & Retirement 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 		$251K Sell
2,334
-599
-20% -$64.1K 0.12% 91
2026
Q1 		$314K Buy
2,933
+13
+0.4% +$1.4K 0.16% 84
2025
Q4 		$313K Buy
+2,920
New +$313K 0.2% 78

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

Cassady Wealth & Retirement Planning's MUB Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its iShares National Muni Bond ETF (MUB) stake by 20% in Q2 2026, selling an estimated $64.1K and leaving 2,334 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #91.

Cassady Wealth & Retirement Planning first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $314K in Q1 2026. 1,639 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 2,334 shares of iShares National Muni Bond ETF worth $251K as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 599 iShares National Muni Bond ETF shares in Q2 2026, an estimated $64.1K.
  • iShares National Muni Bond ETF made up 0.12% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #91 holding.
  • Cassady Wealth & Retirement Planning first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's iShares National Muni Bond ETF position peaked at $314K in Q1 2026.
  • 1,639 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.