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

Falcon Wealth 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	$1.25M	Sell	11,630 -1,303	-10%	-$139K	0.08%	82
2026 Q1	$1.37M	Buy	12,933 +603	+5%	+$64.8K	0.09%	68
2025 Q4	$1.32M	Buy	12,330 +3,183	+35%	+$341K	0.11%	68
2025 Q3	$974K	Buy	9,147 +3,430	+60%	+$359K	0.09%	76
2025 Q2	$597K	Buy	5,717 +2,739	+92%	+$285K	0.06%	94
2025 Q1	$314K	Buy	+2,978	New	+$317K	0.03%	134

Other funds holding MUB

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return