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

Financial Planning Navigators’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
Q3 		$2.64M Buy
+26,073
New +$2.74M 0.96% 18

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Financial Planning Navigators's MUB Position: Q3 2026 in Review

Financial Planning Navigators opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 26,073 shares worth $2.64M. The stake represents 0.96% of the portfolio and ranks #18 among its holdings.

451 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Financial Planning Navigators held 26,073 shares of iShares National Muni Bond ETF worth $2.64M as of Q3 2026.
  • iShares National Muni Bond ETF was a new Financial Planning Navigators position in Q3 2026.
  • iShares National Muni Bond ETF made up 0.96% of Financial Planning Navigators's portfolio in Q3 2026, its #18 holding.
  • 451 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Financial Planning Navigators's 13F filing for Q3 2026, filed 14 Oct 2026.