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Cornerstone Planning Group’s iShares National Muni Bond ETF MUB Stock Holding History

Cornerstone Planning Group’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 		$2.87M Buy
27,125
+1,235
+5% +$132K 0.36% 39
2026
Q1 		$2.76M Buy
25,890
+5,035
+24% +$541K 0.37% 40
2025
Q4 		$2.25M Buy
20,855
+158
+0.8% +$16.9K 0.35% 42
2025
Q3 		$2.22M Buy
20,697
+19,679
+1,933% +$2.06M 0.36% 39
2025
Q2 		$106K Sell
1,018
-2,470
-71% -$257K 0.02% 134
2025
Q1 		$361K Buy
3,488
+1,318
+61% +$140K 0.09% 56
2024
Q4 		$232K Buy
2,170
+524
+32% +$56.3K 0.06% 66
2024
Q3 		$176K Buy
1,646
+11
+0.7% +$1.19K 0.05% 76
2024
Q2 		$177K Sell
1,635
-532
-25% -$56.7K 0.05% 83
2024
Q1 		$231K Sell
2,167
-838
-28% -$90.4K 0.07% 69
2023
Q4 		$326K Sell
3,005
-1,308
-30% -$137K 0.11% 58
2023
Q3 		$442K Buy
4,313
+252
+6% +$26.6K 0.17% 48
2023
Q2 		$433K Buy
+4,061
New +$434K 0.17% 53
2022
Q4 		$441K Buy
+4,078
New +$425K 0.18% 61

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cornerstone Planning Group's MUB Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares National Muni Bond ETF (MUB) stake by 4.8% in Q2 2026, buying an estimated $132K and bringing the position to 27,125 shares worth $2.87M. The position accounts for 0.36% of the portfolio, ranked #39.

Cornerstone Planning Group first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cornerstone Planning Group held 27,125 shares of iShares National Muni Bond ETF worth $2.87M as of Q2 2026.
  • Cornerstone Planning Group bought 1,235 iShares National Muni Bond ETF shares in Q2 2026, an estimated $132K.
  • iShares National Muni Bond ETF made up 0.36% of Cornerstone Planning Group's portfolio in Q2 2026, its #39 holding.
  • Cornerstone Planning Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.