Life Planning Partners
MUB icon

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
Q3 		$3.83M Sell
37,847
-3,996
-10% -$419K 3.05% 7
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Life Planning Partners's MUB Position: Q3 2026 in Review

Life Planning Partners reduced its iShares National Muni Bond ETF (MUB) stake by 9.5% in Q3 2026, selling an estimated $419K and leaving 37,847 shares worth $3.83M. The position accounts for 3.05% of the portfolio, ranked #7.

Life Planning Partners first reported a position in MUB in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.5M in Q2 2026. 1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Life Planning Partners held 37,847 shares of iShares National Muni Bond ETF worth $3.83M as of Q3 2026.
  • Life Planning Partners sold 3,996 iShares National Muni Bond ETF shares in Q3 2026, an estimated $419K.
  • iShares National Muni Bond ETF made up 3.05% of Life Planning Partners's portfolio in Q3 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 16 quarters since.
  • Life Planning Partners's iShares National Muni Bond ETF position peaked at $4.5M in Q2 2026.
  • 1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.