Next Level Wealth Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Next Level Wealth Planning’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 Q3	$34.1K	Buy	+337	New	+$35.4K	0.01%	212

Other funds holding MUB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Next Level Wealth Planning's MUB Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 337 shares worth $34.1K. The stake represents 0.01% of the portfolio and ranks #212 among its holdings.

1,045 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Next Level Wealth Planning held 337 shares of iShares National Muni Bond ETF worth $34.1K as of Q3 2026.
iShares National Muni Bond ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares National Muni Bond ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #212 holding.
1,045 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.