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

Meramec Financial Planners’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 		$100K Buy
946
+246
+35% +$26.3K 0.04% 178
2026
Q1 		$75.2K Hold
700
– – 0.03% 180
2025
Q4 		$75.4K Buy
+700
New +$74.9K 0.03% 185

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

Meramec Financial Planners's MUB Position: Q2 2026 in Review

Meramec Financial Planners increased its iShares National Muni Bond ETF (MUB) stake by 35% in Q2 2026, buying an estimated $26.3K and bringing the position to 946 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #178.

Meramec Financial Planners first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Meramec Financial Planners held 946 shares of iShares National Muni Bond ETF worth $100K as of Q2 2026.
  • Meramec Financial Planners bought 246 iShares National Muni Bond ETF shares in Q2 2026, an estimated $26.3K.
  • iShares National Muni Bond ETF made up 0.04% of Meramec Financial Planners's portfolio in Q2 2026, its #178 holding.
  • Meramec Financial Planners first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.