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

Cypress 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 		$1.49M Buy
13,816
+834
+6% +$89.2K 0.36% 30
2026
Q1 		$1.38M Buy
12,982
+761
+6% +$81.8K 0.38% 30
2025
Q4 		$1.31M Buy
12,221
+3,587
+42% +$384K 0.36% 30
2025
Q3 		$919K Buy
8,634
+624
+8% +$65.3K 0.28% 31
2025
Q2 		$837K Buy
8,010
+750
+10% +$78K 0.27% 32
2025
Q1 		$765K Buy
7,260
+722
+11% +$76.8K 0.27% 33
2024
Q4 		$697K Buy
6,538
+2,827
+76% +$304K 0.26% 35
2024
Q3 		$403K Buy
3,711
+370
+11% +$39.9K 0.15% 44
2024
Q2 		$356K Buy
3,341
+1,125
+51% +$120K 0.15% 50
2024
Q1 		$238K Buy
+2,216
New +$239K 0.11% 62

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cypress Financial Planning's MUB Position: Q2 2026 in Review

Cypress Financial Planning increased its iShares National Muni Bond ETF (MUB) stake by 6.4% in Q2 2026, buying an estimated $89.2K and bringing the position to 13,816 shares worth $1.49M. The position accounts for 0.36% of the portfolio, ranked #30.

Cypress Financial Planning first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cypress Financial Planning held 13,816 shares of iShares National Muni Bond ETF worth $1.49M as of Q2 2026.
  • Cypress Financial Planning bought 834 iShares National Muni Bond ETF shares in Q2 2026, an estimated $89.2K.
  • iShares National Muni Bond ETF made up 0.36% of Cypress Financial Planning's portfolio in Q2 2026, its #30 holding.
  • Cypress Financial Planning first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.