IFPL
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Investments & Financial Planning LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Investments & Financial Planning LLC’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 		$961K Buy
9,051
+172
+2% +$18.5K 0.52% 14
2025
Q4 		$951K Buy
8,879
+430
+5% +$46K 0.51% 14
2025
Q3 		$900K Buy
8,449
+1,252
+17% +$131K 0.49% 16
2025
Q2 		$752K Sell
7,197
-118
-2% -$12.3K 0.43% 18
2025
Q1 		$771K Buy
7,315
+641
+10% +$68.2K 0.5% 18
2024
Q4 		$711K Buy
6,674
+16
+0.2% +$1.72K 0.44% 19
2024
Q3 		$723K Sell
6,658
-270
-4% -$29.1K 0.46% 17
2024
Q2 		$738K Sell
6,928
-118
-2% -$12.6K 0.5% 17
2024
Q1 		$758K Sell
7,046
-41
-0.6% -$4.42K 0.52% 17
2023
Q4 		$768K Buy
7,087
+856
+14% +$89.5K 0.58% 16
2023
Q3 		$639K Sell
6,231
-431
-6% -$45.5K 0.57% 22
2023
Q2 		$711K Sell
6,662
-350
-5% -$37.4K 0.62% 21
2023
Q1 		$755K Buy
7,012
+80
+1% +$8.55K 0.69% 21
2022
Q4 		$731K Buy
+6,932
New +$722K 0.72% 20
2022
Q2 		$653K Buy
6,137
+925
+18% +$98.7K 0.67% 18
2022
Q1 		$571K Buy
5,212
+3
+0.1% +$339 0.5% 21
2021
Q4 		$588K Buy
+5,209
New +$605K 0.53% 21

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investments & Financial Planning LLC's MUB Position: Q1 2026 in Review

Investments & Financial Planning LLC increased its iShares National Muni Bond ETF (MUB) stake by 1.9% in Q1 2026, buying an estimated $18.5K and bringing the position to 9,051 shares worth $961K. The position accounts for 0.52% of the portfolio, ranked #14.

Investments & Financial Planning LLC first reported a position in MUB in Q4 2021 and has held it in 17 quarters since. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Investments & Financial Planning LLC held 9,051 shares of iShares National Muni Bond ETF worth $961K as of Q1 2026.
  • Investments & Financial Planning LLC bought 172 iShares National Muni Bond ETF shares in Q1 2026, an estimated $18.5K.
  • iShares National Muni Bond ETF made up 0.52% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #14 holding.
  • Investments & Financial Planning LLC first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.