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Financial Life Planners’s iShares National Muni Bond ETF MUB Stock Holding History

Financial Life Planners’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 		– Sell
-20
Closed -$2.12K – 360
2026
Q1 		$2.12K Buy
+20
New +$2.15K ﹤0.01% 303
2025
Q4 		– Sell
-20
Closed -$2.09K – 232
2025
Q3 		$2.09K Buy
+20
New +$2.09K ﹤0.01% 296
2025
Q1 		– Sell
-19
Closed -$2.04K – 271
2024
Q4 		$2.04K Buy
+19
New +$2.04K ﹤0.01% 330

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Financial Life Planners's MUB Position: Q2 2026 in Review

Financial Life Planners sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 20 shares — an estimated $2.12K sold.

Financial Life Planners first reported a position in MUB in Q4 2024 and held it in 3 quarters. The position peaked at $2.12K in Q1 2026. 847 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Financial Life Planners reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 20 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.12K.
  • Financial Life Planners first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • Financial Life Planners's iShares National Muni Bond ETF position peaked at $2.12K in Q1 2026.
  • 847 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.