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

Frisco Financial 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
Q3 		$620K Sell
6,137
-440
-7% -$46.2K 0.48% 16
2026
Q2 		$708K Buy
6,577
+1,060
+19% +$113K 0.53% 16
2026
Q1 		$586K Buy
5,517
+1,943
+54% +$209K 0.48% 16
2025
Q4 		$383K Buy
+3,574
New +$383K 0.32% 16
2025
Q1 		– Sell
-4,200
Closed -$448K – 21
2024
Q4 		$448K Buy
+4,200
New +$451K 0.44% 14

Other funds holding MUB

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

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

Frisco Financial Planning reduced its iShares National Muni Bond ETF (MUB) stake by 6.7% in Q3 2026, selling an estimated $46.2K and leaving 6,137 shares worth $620K. The position accounts for 0.48% of the portfolio, ranked #16.

Frisco Financial Planning first reported a position in MUB in Q4 2024 and has held it in 5 quarters since. The position peaked at $708K in Q2 2026. 23 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Frisco Financial Planning held 6,137 shares of iShares National Muni Bond ETF worth $620K as of Q3 2026.
  • Frisco Financial Planning sold 440 iShares National Muni Bond ETF shares in Q3 2026, an estimated $46.2K.
  • iShares National Muni Bond ETF made up 0.48% of Frisco Financial Planning's portfolio in Q3 2026, its #16 holding.
  • Frisco Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Frisco Financial Planning's iShares National Muni Bond ETF position peaked at $708K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.