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

Lakeshore Financial 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
Q1 		– Sell
-1,892
Closed -$203K – 91
2025
Q4 		$203K Sell
1,892
-75
-4% -$8.03K 0.07% 85
2025
Q3 		$209K Sell
1,967
-202
-9% -$21.1K 0.08% 76
2025
Q2 		$227K Sell
2,169
-150
-6% -$15.6K 0.09% 69
2025
Q1 		$245K Sell
2,319
-242
-9% -$25.7K 0.1% 62
2024
Q4 		$273K Sell
2,561
-104
-4% -$11.2K 0.12% 55
2024
Q3 		$289K Sell
2,665
-100
-4% -$10.8K 0.13% 55
2024
Q2 		$295K Sell
2,765
-516
-16% -$55K 0.14% 49
2024
Q1 		$353K Sell
3,281
-356
-10% -$38.4K 0.18% 40
2023
Q4 		$394K Hold
3,637
– – 0.22% 36
2023
Q3 		$373K Buy
+3,637
New +$384K 0.21% 37

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 22.96% 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 $336B AUM 34.66% 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

Lakeshore Financial Planning's MUB Position: Q1 2026 in Review

Lakeshore Financial Planning sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 1,892 shares — an estimated $203K sold.

Lakeshore Financial Planning first reported a position in MUB in Q3 2023 and held it in 10 quarters. The position peaked at $394K in Q4 2023. 1,626 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Lakeshore Financial Planning reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Lakeshore Financial Planning sold 1,892 iShares National Muni Bond ETF shares in Q1 2026, an estimated $203K.
  • Lakeshore Financial Planning first reported a position in iShares National Muni Bond ETF in Q3 2023 and held it in 10 quarters.
  • Lakeshore Financial Planning's iShares National Muni Bond ETF position peaked at $394K in Q4 2023.
  • 1,626 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Lakeshore Financial Planning's 13F filing for Q1 2026, filed 7 May 2026.