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 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

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Harbor Asset Planning's MUB Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares National Muni Bond ETF (MUB) stake by 0.72% in Q2 2026, buying an estimated $321 and bringing the position to 418 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #227.

Harbor Asset Planning first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Harbor Asset Planning held 418 shares of iShares National Muni Bond ETF worth $45K as of Q2 2026.
Harbor Asset Planning bought 3 iShares National Muni Bond ETF shares in Q2 2026, an estimated $321.
iShares National Muni Bond ETF made up 0.03% of Harbor Asset Planning's portfolio in Q2 2026, its #227 holding.
Harbor Asset Planning first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.