Center for Financial Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Center for 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	$379K	Hold	3,521	–	–	0.04%	127
2026 Q1	$374K	Hold	3,521	–	–	0.04%	124
2025 Q4	$377K	Hold	3,521	–	–	0.04%	124
2025 Q3	$375K	Hold	3,521	–	–	0.04%	129
2025 Q2	$368K	Sell	3,521 -1,400	-28%	-$146K	0.04%	129
2025 Q1	$519K	Buy	+4,921	New	+$523K	0.07%	97
2024 Q4	–	Sell	-15	Closed	-$1.63K	–	689
2024 Q3	$1.63K	Buy	+15	New	+$1.62K	﹤0.01%	506
2023 Q3	–	Sell	-111	Closed	-$11.8K	–	558
2023 Q2	$11.8K	Buy	+111	New	+$11.9K	﹤0.01%	365
2020 Q2	–	Sell	-87	Closed	-$10K	–	525
2020 Q1	$10K	Buy	+87	New	+$9.93K	﹤0.01%	328

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Center for Financial Planning's MUB Position: Q2 2026 in Review

Center for Financial Planning held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 3,521 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #127.

Center for Financial Planning first reported a position in MUB in Q1 2020 and has held it in 9 quarters since. The position peaked at $519K in Q1 2025. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Center for Financial Planning held 3,521 shares of iShares National Muni Bond ETF worth $379K as of Q2 2026.
Center for Financial Planning left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.04% of Center for Financial Planning's portfolio in Q2 2026, its #127 holding.
Center for Financial Planning first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 9 quarters since.
Center for Financial Planning's iShares National Muni Bond ETF position peaked at $519K in Q1 2025.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.