OLIO Financial Planning
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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
Q3 		$385K Sell
3,805
-1,110
-23% -$117K 0.1% 51
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

OLIO Financial Planning's MUB Position: Q3 2026 in Review

OLIO Financial Planning reduced its iShares National Muni Bond ETF (MUB) stake by 23% in Q3 2026, selling an estimated $117K and leaving 3,805 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #51.

OLIO Financial Planning first reported a position in MUB in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.78M in Q4 2021. 1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • OLIO Financial Planning held 3,805 shares of iShares National Muni Bond ETF worth $385K as of Q3 2026.
  • OLIO Financial Planning sold 1,110 iShares National Muni Bond ETF shares in Q3 2026, an estimated $117K.
  • iShares National Muni Bond ETF made up 0.1% of OLIO Financial Planning's portfolio in Q3 2026, its #51 holding.
  • OLIO Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • OLIO Financial Planning's iShares National Muni Bond ETF position peaked at $7.78M in Q4 2021.
  • 1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.