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

Envision 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
2025
Q3 		– Sell
-25,932
Closed -$2.71M – 47
2025
Q2 		$2.71M Buy
+25,932
New +$2.7M 1.27% 18
2024
Q1 		– Sell
-18,609
Closed -$2.02M – 33
2023
Q4 		$2.02M Buy
+18,609
New +$1.94M 1.77% 17

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envision Financial Planning's MUB Position: Q3 2025 in Review

Envision Financial Planning sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 25,932 shares — an estimated $2.71M sold.

Envision Financial Planning first reported a position in MUB in Q4 2023 and held it in 2 quarters. The position peaked at $2.71M in Q2 2025. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Envision Financial Planning reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Envision Financial Planning sold 25,932 iShares National Muni Bond ETF shares in Q3 2025, an estimated $2.71M.
  • Envision Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 2 quarters.
  • Envision Financial Planning's iShares National Muni Bond ETF position peaked at $2.71M in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Envision Financial Planning's 13F filing for Q3 2025, filed 14 Nov 2025.