Midwest Professional Planners Ltd (MPPL)’s iShares National Muni Bond ETF MUB Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2025 Q2	–	Sell	-1,897	Closed	-$200K	–	159
2025 Q1	$200K	Sell	1,897 -201	-10%	-$21.4K	0.06%	154
2024 Q4	$224K	Sell	2,098 -1,475	-41%	-$158K	0.07%	149
2024 Q3	$388K	Sell	3,573 -380	-10%	-$41K	0.12%	138
2024 Q2	$421K	Buy	3,953 +19	+0.5%	+$2.02K	0.14%	126
2024 Q1	$423K	Sell	3,934 -5	-0.1%	-$540	0.15%	113
2023 Q4	$427K	Sell	3,939 -665	-14%	-$69.5K	0.17%	97
2023 Q3	$472K	Sell	4,604 -147	-3%	-$15.5K	0.21%	89
2023 Q2	$507K	Sell	4,751 -644	-12%	-$68.8K	0.22%	88
2023 Q1	$581K	Sell	5,395 -658	-11%	-$70.3K	0.28%	78
2022 Q4	$639K	Sell	6,053 -1,597	-21%	-$166K	0.35%	70
2022 Q3	$785K	Sell	7,650 -588	-7%	-$62.5K	0.47%	60
2022 Q2	$876K	Sell	8,238 -1,063	-11%	-$113K	0.49%	54
2022 Q1	$1.02M	Sell	9,301 -1,413	-13%	-$159K	0.5%	54
2021 Q4	$1.25M	Sell	10,714 -757	-7%	-$87.9K	0.61%	51
2021 Q3	$1.33M	Buy	11,471 +575	+5%	+$67.4K	0.71%	42
2021 Q2	$1.28M	Buy	10,896 +5,134	+89%	+$600K	0.67%	46
2021 Q1	$909K	Sell	5,762 -4,654	-45%	-$543K	0.9%	29
2020 Q4	$1.22M	Buy	10,416 +3,163	+44%	+$367K	0.75%	33
2020 Q3	$1.52M	Buy	7,253 +414	+6%	+$48.1K	1.07%	23
2020 Q2	$1.39M	Buy	6,839 +1,077	+19%	+$122K	1.1%	23
2020 Q1	$909K	Buy	5,762 +199	+4%	+$22.7K	0.9%	30
2019 Q4	$877K	Sell	5,563 -4,039	-42%	-$460K	0.72%	40
2019 Q3	$1.1M	Buy	9,602 +1,015	+12%	+$116K	0.98%	29
2019 Q2	$971K	Buy	8,587 +321	+4%	+$35.9K	0.9%	33
2019 Q1	$919K	Sell	8,266 -28	-0.3%	-$3.07K	0.89%	30
2018 Q4	$904K	Buy	8,294 +60	+0.7%	+$6.46K	0.97%	25
2018 Q3	$889K	Buy	8,234 +137	+2%	+$14.9K	0.82%	28
2018 Q2	$883K	Buy	8,097 +520	+7%	+$56.4K	0.79%	24
2018 Q1	$825K	Sell	7,577 -960	-11%	-$105K	0.74%	28
2017 Q4	$945K	Buy	+8,537	New	+$945K	0.86%	22

Other funds holding MUB

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s MUB Position: Q2 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 1,897 shares — an estimated $200K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in MUB in Q4 2017 and held it in 30 quarters. The position peaked at $1.52M in Q3 2020. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Midwest Professional Planners Ltd (MPPL) reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 1,897 iShares National Muni Bond ETF shares in Q2 2025, an estimated $200K.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 30 quarters.
Midwest Professional Planners Ltd (MPPL)'s iShares National Muni Bond ETF position peaked at $1.52M in Q3 2020.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2025, filed 11 Aug 2025.