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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investment Planning Advisors's MUB Position: Q1 2026 in Review

Investment Planning Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 24% in Q1 2026, selling an estimated $368K and leaving 11,129 shares worth $1.18M. The position accounts for 0.33% of the portfolio, ranked #35.

Investment Planning Advisors first reported a position in MUB in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.61M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Investment Planning Advisors held 11,129 shares of iShares National Muni Bond ETF worth $1.18M as of Q1 2026.
Investment Planning Advisors sold 3,422 iShares National Muni Bond ETF shares in Q1 2026, an estimated $368K.
iShares National Muni Bond ETF made up 0.33% of Investment Planning Advisors's portfolio in Q1 2026, its #35 holding.
Investment Planning Advisors first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
Investment Planning Advisors's iShares National Muni Bond ETF position peaked at $2.61M in Q4 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.