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

Lutz Financial Services’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 		$37.5M Buy
353,163
+1,865
+0.5% +$201K 2.52% 11
2025
Q4 		$37.6M Buy
351,298
+12,434
+4% +$1.33M 2.56% 11
2025
Q3 		$36.1M Sell
338,864
-5,156
-1% -$540K 2.61% 11
2025
Q2 		$35.9M Buy
344,020
+48,721
+16% +$5.07M 2.79% 11
2025
Q1 		$31.1M Sell
295,299
-22,053
-7% -$2.35M 2.55% 11
2024
Q4 		$33.8M Buy
317,352
+16,652
+6% +$1.79M 2.73% 11
2024
Q3 		$32.7M Buy
300,700
+11,655
+4% +$1.26M 2.65% 11
2024
Q2 		$30.8M Buy
289,045
+12,403
+4% +$1.32M 2.68% 11
2024
Q1 		$29.8M Buy
276,642
+5,813
+2% +$627K 2.6% 10
2023
Q4 		$29.4M Buy
270,829
+212,734
+366% +$22.2M 2.75% 10
2023
Q3 		$5.96M Buy
58,095
+5,090
+10% +$537K 0.65% 35
2023
Q2 		$5.66M Buy
53,005
+2,212
+4% +$236K 0.61% 36
2023
Q1 		$5.47M Sell
50,793
-761
-1% -$81.3K 0.62% 36
2022
Q4 		$5.44M Sell
51,554
-10,500
-17% -$1.09M 0.67% 35
2022
Q3 		$6.37M Buy
62,054
+11,655
+23% +$1.24M 0.87% 30
2022
Q2 		$5.36M Sell
50,399
-51,785
-51% -$5.53M 0.71% 35
2022
Q1 		$11.2M Buy
102,184
+3,990
+4% +$450K 1.38% 24
2021
Q4 		$11.4M Buy
98,194
+3,891
+4% +$452K 1.4% 23
2021
Q3 		$11M Buy
94,303
+21,340
+29% +$2.5M 1.42% 23
2021
Q2 		$8.55M Buy
72,963
+8,384
+13% +$980K 1.14% 26
2021
Q1 		$7.49M Buy
64,579
+7,846
+14% +$915K 1.11% 27
2020
Q4 		$6.65M Buy
56,733
+16,967
+43% +$1.97M 1.09% 27
2020
Q3 		$4.61M Buy
39,766
+45
+0.1% +$5.23K 0.89% 28
2020
Q2 		$4.58M Sell
39,721
-15,970
-29% -$1.81M 0.93% 28
2020
Q1 		$6.29M Buy
55,691
+16,383
+42% +$1.87M 1.4% 22
2019
Q4 		$4.48M Buy
39,308
+14,268
+57% +$1.63M 0.8% 26
2019
Q3 		$2.86M Buy
25,040
+10,919
+77% +$1.25M 0.55% 36
2019
Q2 		$1.6M Buy
+14,121
New +$1.58M 0.31% 39

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lutz Financial Services's MUB Position: Q1 2026 in Review

Lutz Financial Services increased its iShares National Muni Bond ETF (MUB) stake by 0.53% in Q1 2026, buying an estimated $201K and bringing the position to 353,163 shares worth $37.5M. The position accounts for 2.52% of the portfolio, ranked #11.

Lutz Financial Services first reported a position in MUB in Q2 2019 and has held it in 28 quarters since. The position peaked at $37.6M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Lutz Financial Services held 353,163 shares of iShares National Muni Bond ETF worth $37.5M as of Q1 2026.
  • Lutz Financial Services bought 1,865 iShares National Muni Bond ETF shares in Q1 2026, an estimated $201K.
  • iShares National Muni Bond ETF made up 2.52% of Lutz Financial Services's portfolio in Q1 2026, its #11 holding.
  • Lutz Financial Services first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Lutz Financial Services's iShares National Muni Bond ETF position peaked at $37.6M in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.