Harbor Asset Planning
MUB icon

Harbor Asset Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Harbor Asset 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 		$25.8K Sell
256
-162
-39% -$17K 0.02% 291
2026
Q2 		$45K Buy
418
+3
+0.7% +$321 0.03% 227
2026
Q1 		$44K Sell
415
-2
-0.5% -$215 0.04% 217
2025
Q4 		$44.7K Buy
417
+4
+1% +$428 0.04% 204
2025
Q3 		$43.9K Buy
413
+4
+1% +$419 0.04% 197
2025
Q2 		$42.8K Buy
+409
New +$42.5K 0.04% 191

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Harbor Asset Planning's MUB Position: Q3 2026 in Review

Harbor Asset Planning reduced its iShares National Muni Bond ETF (MUB) stake by 39% in Q3 2026, selling an estimated $17K and leaving 256 shares worth $25.8K. The position accounts for 0.02% of the portfolio, ranked #291.

Harbor Asset Planning first reported a position in MUB in Q2 2025 and has held it in 6 quarters since. The position peaked at $45K in Q2 2026. 892 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Harbor Asset Planning held 256 shares of iShares National Muni Bond ETF worth $25.8K as of Q3 2026.
  • Harbor Asset Planning sold 162 iShares National Muni Bond ETF shares in Q3 2026, an estimated $17K.
  • iShares National Muni Bond ETF made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #291 holding.
  • Harbor Asset Planning first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's iShares National Muni Bond ETF position peaked at $45K in Q2 2026.
  • 892 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.