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
2026 Q2	$214K	Buy	+1,985	New	+$212K	0.06%	82
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 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

Essential Planning's MUB Position: Q2 2026 in Review

Essential Planning opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 1,985 shares worth $214K. The stake represents 0.06% of the portfolio and ranks #82 among its holdings. This is a return to the name: Essential Planning previously reported a position in MUB as recently as Q4 2024.

Essential Planning first reported a position in MUB in Q4 2022 and has held it in 5 quarters since. The position peaked at $11.6M in Q4 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Essential Planning held 1,985 shares of iShares National Muni Bond ETF worth $214K as of Q2 2026.
iShares National Muni Bond ETF was a new Essential Planning position in Q2 2026.
iShares National Muni Bond ETF made up 0.06% of Essential Planning's portfolio in Q2 2026, its #82 holding.
Essential Planning first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 5 quarters since.
Essential Planning's iShares National Muni Bond ETF position peaked at $11.6M in Q4 2024.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.