OFP
MUB icon

OLIO Financial Planning’s iShares National Muni Bond ETF MUB Stock Holding History

OLIO Financial 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
Q2 		$529K Hold
4,915
– – 0.13% 37
2026
Q1 		$522K Sell
4,915
-21
-0.4% -$2.26K 0.14% 36
2025
Q4 		$529K Hold
4,936
– – 0.15% 38
2025
Q3 		$526K Sell
4,936
-22
-0.4% -$2.3K 0.15% 37
2025
Q2 		$518K Sell
4,958
-13
-0.3% -$1.35K 0.16% 37
2025
Q1 		$524K Hold
4,971
– – 0.18% 35
2024
Q4 		$530K Sell
4,971
-3,596
-42% -$386K 0.19% 35
2024
Q3 		$929K Buy
8,567
+21
+0.2% +$2.26K 0.39% 25
2024
Q2 		$927K Sell
8,546
-21
-0.2% -$2.24K 0.39% 25
2024
Q1 		$929K Hold
8,567
– – 0.39% 25
2023
Q4 		$929K Sell
8,567
-1,534
-15% -$160K 0.39% 25
2023
Q3 		$1.04M Buy
10,101
+82
+0.8% +$8.65K 0.49% 25
2023
Q2 		$1.07M Sell
10,019
-2,685
-21% -$287K 0.51% 24
2023
Q1 		$1.37M Sell
12,704
-4,594
-27% -$491K 0.71% 22
2022
Q4 		$1.83M Sell
17,298
-35,385
-67% -$3.69M 0.99% 18
2022
Q3 		$5.4M Buy
52,683
+188
+0.4% +$20K 3.21% 9
2022
Q2 		$5.58M Sell
52,495
-16,357
-24% -$1.75M 3.13% 9
2022
Q1 		$7.55M Buy
68,852
+1,966
+3% +$222K 4.32% 7
2021
Q4 		$7.78M Buy
+66,886
New +$7.77M 4.62% 7

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

OLIO Financial Planning's MUB Position: Q2 2026 in Review

OLIO Financial Planning held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 4,915 shares worth $529K. The position accounts for 0.13% of the portfolio, ranked #37.

OLIO Financial Planning first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.78M in Q4 2021. 419 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • OLIO Financial Planning held 4,915 shares of iShares National Muni Bond ETF worth $529K as of Q2 2026.
  • OLIO Financial Planning left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.13% of OLIO Financial Planning's portfolio in Q2 2026, its #37 holding.
  • OLIO Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • OLIO Financial Planning's iShares National Muni Bond ETF position peaked at $7.78M in Q4 2021.
  • 419 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.