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LifePlan Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

LifePlan Investment 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
Q2 		$2.26M Buy
21,028
+2,689
+15% +$288K 0.78% 43
2026
Q1 		$1.95M Sell
18,339
-707
-4% -$76K 0.76% 43
2025
Q4 		$2.04M Buy
19,046
+1,188
+7% +$127K 0.83% 41
2025
Q3 		$1.9M Buy
17,858
+170
+1% +$17.8K 0.8% 41
2025
Q2 		$1.85M Buy
17,688
+1,044
+6% +$109K 0.92% 38
2025
Q1 		$1.75M Buy
16,644
+1,329
+9% +$141K 1.01% 34
2024
Q4 		$1.63M Buy
15,315
+1,844
+14% +$198K 1.01% 33
2024
Q3 		$1.46M Buy
13,471
+1,320
+11% +$142K 0.94% 31
2024
Q2 		$1.29M Buy
12,151
+4,506
+59% +$480K 0.93% 32
2024
Q1 		$823K Sell
7,645
-1,705
-18% -$184K 0.66% 37
2023
Q4 		$1.01M Buy
9,350
+2,065
+28% +$216K 0.93% 28
2023
Q3 		$747K Sell
7,285
-176
-2% -$18.6K 0.79% 30
2023
Q2 		$796K Buy
+7,461
New +$797K 0.89% 28

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LifePlan Investment Advisors's MUB Position: Q2 2026 in Review

LifePlan Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 15% in Q2 2026, buying an estimated $288K and bringing the position to 21,028 shares worth $2.26M. The position accounts for 0.78% of the portfolio, ranked #43.

LifePlan Investment Advisors first reported a position in MUB in Q2 2023 and has held it in 13 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • LifePlan Investment Advisors held 21,028 shares of iShares National Muni Bond ETF worth $2.26M as of Q2 2026.
  • LifePlan Investment Advisors bought 2,689 iShares National Muni Bond ETF shares in Q2 2026, an estimated $288K.
  • iShares National Muni Bond ETF made up 0.78% of LifePlan Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • LifePlan Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.