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

Essential 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
Q1 		– Sell
-108,265
Closed -$11.6M – 224
2024
Q4 		$11.6M Buy
+108,265
New +$11.6M 0.08% 75
2023
Q3 		– Sell
-2,354
Closed -$251K – 62
2023
Q2 		$251K Sell
2,354
-230
-9% -$24.6K 0.14% 48
2023
Q1 		$207K Buy
2,584
+85
+3% +$9.08K 0.13% 52
2022
Q4 		$237K Buy
+2,499
New +$260K 0.18% 41

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essential Planning's MUB Position: Q1 2025 in Review

Essential Planning sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 108,265 shares — an estimated $11.6M sold.

Essential Planning first reported a position in MUB in Q4 2022 and held it in 4 quarters. The position peaked at $11.6M in Q4 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Essential Planning reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 108,265 iShares National Muni Bond ETF shares in Q1 2025, an estimated $11.6M.
  • Essential Planning first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 4 quarters.
  • Essential Planning's iShares National Muni Bond ETF position peaked at $11.6M in Q4 2024.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.