Obsidian Personal Planning Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Obsidian Personal Planning Solutions’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 Q3	$233K	Sell	2,168 -142	-6%	-$14.9K	0.08%	106
2025 Q2	$241K	Hold	2,310	–	–	0.1%	94
2025 Q1	$242K	Hold	2,310	–	–	0.11%	88
2024 Q4	$246K	Hold	2,310	–	–	0.12%	84
2024 Q3	$247K	Sell	2,310 -93	-4%	-$10K	0.13%	75
2024 Q2	$256K	Hold	2,403	–	–	0.16%	69
2024 Q1	$256K	Hold	2,403	–	–	0.17%	68
2023 Q4	$261K	Hold	2,403	–	–	0.2%	63
2023 Q3	$246K	Buy	+2,403	New	+$253K	0.21%	60

Other funds holding MUB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Obsidian Personal Planning Solutions's MUB Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its iShares National Muni Bond ETF (MUB) stake by 6.1% in Q3 2025, selling an estimated $14.9K and leaving 2,168 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #106.

Obsidian Personal Planning Solutions first reported a position in MUB in Q3 2023 and has held it in 9 quarters since. The position peaked at $261K in Q4 2023. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Obsidian Personal Planning Solutions held 2,168 shares of iShares National Muni Bond ETF worth $233K as of Q3 2025.
Obsidian Personal Planning Solutions sold 142 iShares National Muni Bond ETF shares in Q3 2025, an estimated $14.9K.
iShares National Muni Bond ETF made up 0.08% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #106 holding.
Obsidian Personal Planning Solutions first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 9 quarters since.
Obsidian Personal Planning Solutions's iShares National Muni Bond ETF position peaked at $261K in Q4 2023.
1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.