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

Investment Planning Advisors’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	$1.02M	Sell	9,443 -1,686	-15%	-$180K	0.24%	44
2026 Q1	$1.18M	Sell	11,129 -3,422	-24%	-$368K	0.33%	35
2025 Q4	$1.56M	Buy	14,551 +968	+7%	+$104K	0.45%	29
2025 Q3	$1.45M	Buy	13,583 +100	+0.7%	+$10.5K	0.45%	27
2025 Q2	$1.41M	Buy	13,483 +1,340	+11%	+$139K	0.5%	22
2025 Q1	$1.28M	Sell	12,143 -12,361	-50%	-$1.31M	0.52%	27
2024 Q4	$2.61M	Buy	24,504 +2,657	+12%	+$285K	1.14%	20
2024 Q3	$2.33M	Hold	21,847	–	–	1.19%	20
2024 Q2	$2.33M	Buy	+21,847	New	+$2.33M	1.19%	20

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Investment Planning Advisors's MUB Position: Q2 2026 in Review

Investment Planning Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 15% in Q2 2026, selling an estimated $180K and leaving 9,443 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #44.

Investment Planning Advisors first reported a position in MUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.61M in Q4 2024. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Investment Planning Advisors held 9,443 shares of iShares National Muni Bond ETF worth $1.02M as of Q2 2026.
Investment Planning Advisors sold 1,686 iShares National Muni Bond ETF shares in Q2 2026, an estimated $180K.
iShares National Muni Bond ETF made up 0.24% of Investment Planning Advisors's portfolio in Q2 2026, its #44 holding.
Investment Planning Advisors first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's iShares National Muni Bond ETF position peaked at $2.61M in Q4 2024.
1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.