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

Holistic 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	$235K	Buy	+2,328	New	+$244K	0.03%	318

Other funds holding MUB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Holistic Planning's MUB Position: Q3 2026 in Review

Holistic Planning opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 2,328 shares worth $235K. The stake represents 0.03% of the portfolio and ranks #318 among its holdings.

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

Holistic Planning held 2,328 shares of iShares National Muni Bond ETF worth $235K as of Q3 2026.
iShares National Muni Bond ETF was a new Holistic Planning position in Q3 2026.
iShares National Muni Bond ETF made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #318 holding.
997 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.