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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePlan Investment Advisors's MUB Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.7% in Q1 2026, selling an estimated $76K and leaving 18,339 shares worth $1.95M. The position accounts for 0.76% of the portfolio, ranked #43.

LifePlan Investment Advisors first reported a position in MUB in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.04M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

LifePlan Investment Advisors held 18,339 shares of iShares National Muni Bond ETF worth $1.95M as of Q1 2026.
LifePlan Investment Advisors sold 707 iShares National Muni Bond ETF shares in Q1 2026, an estimated $76K.
iShares National Muni Bond ETF made up 0.76% of LifePlan Investment Advisors's portfolio in Q1 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 12 quarters since.
LifePlan Investment Advisors's iShares National Muni Bond ETF position peaked at $2.04M in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.