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BFC Planning, Inc.’s iShares National Muni Bond ETF MUB Stock Holding History

BFC Planning, Inc.’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 		$437K Buy
4,061
+567
+16% +$60.6K 0.02% 649
2026
Q1 		$371K Buy
3,494
+98
+3% +$10.5K 0.02% 662
2025
Q4 		$364K Buy
3,396
+12
+0.4% +$1.28K 0.02% 651
2025
Q3 		$360K Buy
3,384
+939
+38% +$98.3K 0.03% 476
2025
Q2 		$255K Buy
2,445
+2
+0.1% +$208 0.02% 537
2025
Q1 		$258K Buy
2,443
+171
+8% +$18.2K 0.02% 522
2024
Q4 		$242K Buy
+2,272
New +$244K 0.02% 546

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BFC Planning, Inc.'s MUB Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares National Muni Bond ETF (MUB) stake by 16% in Q2 2026, buying an estimated $60.6K and bringing the position to 4,061 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #649.

BFC Planning, Inc. first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,653 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • BFC Planning, Inc. held 4,061 shares of iShares National Muni Bond ETF worth $437K as of Q2 2026.
  • BFC Planning, Inc. bought 567 iShares National Muni Bond ETF shares in Q2 2026, an estimated $60.6K.
  • iShares National Muni Bond ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #649 holding.
  • BFC Planning, Inc. first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,653 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.