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

LifeSteps Financial’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 		$48.2K Buy
+448
New +$47.9K 0.02% 218
2024
Q2 		– Sell
-448
Closed -$48.2K – 285
2024
Q1 		$48.2K Buy
+448
New +$48.3K 0.04% 154
2022
Q4 		– Sell
-2,221
Closed -$228K – 78
2022
Q3 		$228K Buy
+2,221
New +$236K 0.26% 65

Other funds holding MUB

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

LifeSteps Financial's MUB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 448 shares worth $48.2K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MUB as recently as Q1 2024.

LifeSteps Financial first reported a position in MUB in Q3 2022 and has held it in 3 quarters since. The position peaked at $228K in Q3 2022. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • LifeSteps Financial held 448 shares of iShares National Muni Bond ETF worth $48.2K as of Q2 2026.
  • iShares National Muni Bond ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares National Muni Bond ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #218 holding.
  • LifeSteps Financial first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 3 quarters since.
  • LifeSteps Financial's iShares National Muni Bond ETF position peaked at $228K in Q3 2022.
  • 480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.