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

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

Falcon Wealth Planning's MUB Position: Q2 2026 in Review

Falcon Wealth Planning reduced its iShares National Muni Bond ETF (MUB) stake by 10% in Q2 2026, selling an estimated $139K and leaving 11,630 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #82.

Falcon Wealth Planning first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q1 2026. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Falcon Wealth Planning held 11,630 shares of iShares National Muni Bond ETF worth $1.25M as of Q2 2026.
Falcon Wealth Planning sold 1,303 iShares National Muni Bond ETF shares in Q2 2026, an estimated $139K.
iShares National Muni Bond ETF made up 0.08% of Falcon Wealth Planning's portfolio in Q2 2026, its #82 holding.
Falcon Wealth Planning first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Falcon Wealth Planning's iShares National Muni Bond ETF position peaked at $1.37M in Q1 2026.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.