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

Life Planning Partners’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 		$4.5M Sell
41,843
-336
-0.8% -$35.9K 3.35% 7
2026
Q1 		$4.48M Buy
42,179
+2,100
+5% +$226K 3.42% 7
2025
Q4 		$4.29M Buy
40,079
+109
+0.3% +$11.7K 3.29% 7
2025
Q3 		$4.26M Buy
39,970
+1
+0% +$105 3.11% 7
2025
Q2 		$4.18M Buy
39,969
+1,296
+3% +$135K 3.32% 7
2025
Q1 		$4.08M Buy
38,673
+4,164
+12% +$443K 3.69% 8
2024
Q4 		$3.68M Sell
34,509
-932
-3% -$100K 3.4% 8
2024
Q3 		$3.85M Buy
35,441
+401
+1% +$43.2K 3.44% 8
2024
Q2 		$3.73M Buy
35,040
+3,164
+10% +$337K 3.39% 8
2024
Q1 		$3.43M Buy
31,876
+12,608
+65% +$1.36M 3.42% 8
2023
Q4 		$2.09M Buy
+19,268
New +$2.01M 2.06% 12
2022
Q3 		$1.89M Sell
18,454
-808
-4% -$85.9K 2.17% 13
2022
Q2 		$2.05M Sell
19,262
-321
-2% -$34.3K 2.3% 13
2022
Q1 		$2.15M Sell
19,583
-1,114
-5% -$126K 2.18% 13
2021
Q4 		$2.41M Buy
+20,697
New +$2.4M 2.42% 11

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Life Planning Partners's MUB Position: Q2 2026 in Review

Life Planning Partners reduced its iShares National Muni Bond ETF (MUB) stake by 0.8% in Q2 2026, selling an estimated $35.9K and leaving 41,843 shares worth $4.5M. The position accounts for 3.35% of the portfolio, ranked #7.

Life Planning Partners first reported a position in MUB in Q4 2021 and has held it in 15 quarters since. 1,021 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Life Planning Partners held 41,843 shares of iShares National Muni Bond ETF worth $4.5M as of Q2 2026.
  • Life Planning Partners sold 336 iShares National Muni Bond ETF shares in Q2 2026, an estimated $35.9K.
  • iShares National Muni Bond ETF made up 3.35% of Life Planning Partners's portfolio in Q2 2026, its #7 holding.
  • Life Planning Partners first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.