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

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

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. 1,641 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.
1,641 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.