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

Partners in 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
Q1 		$6.83M Buy
64,347
+8,534
+15% +$918K 1.13% 17
2025
Q4 		$5.98M Buy
55,813
+5,329
+11% +$571K 1.01% 18
2025
Q3 		$5.38M Buy
50,484
+5,967
+13% +$624K 0.93% 18
2025
Q2 		$4.65M Sell
44,517
-685
-2% -$71.2K 0.86% 18
2025
Q1 		$4.77M Buy
45,202
+9,684
+27% +$1.03M 0.96% 18
2024
Q4 		$3.78M Buy
35,518
+676
+2% +$72.6K 0.77% 18
2024
Q3 		$3.78M Sell
34,842
-816
-2% -$87.9K 0.76% 18
2024
Q2 		$3.8M Buy
35,658
+2,664
+8% +$284K 0.83% 18
2024
Q1 		$3.55M Sell
32,994
-102
-0.3% -$11K 0.79% 19
2023
Q4 		$3.59M Buy
33,096
+5,877
+22% +$614K 0.84% 17
2023
Q3 		$2.79M Buy
27,219
+1,148
+4% +$121K 0.72% 19
2023
Q2 		$2.78M Sell
26,071
-1,424
-5% -$152K 0.71% 20
2023
Q1 		$2.96M Sell
27,495
-174
-0.6% -$18.6K 0.78% 19
2022
Q4 		$2.93M Buy
+27,669
New +$2.88M 0.81% 19

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Partners in Financial Planning's MUB Position: Q1 2026 in Review

Partners in Financial Planning increased its iShares National Muni Bond ETF (MUB) stake by 15% in Q1 2026, buying an estimated $918K and bringing the position to 64,347 shares worth $6.83M. The position accounts for 1.13% of the portfolio, ranked #17.

Partners in Financial Planning first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. 1,626 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Partners in Financial Planning held 64,347 shares of iShares National Muni Bond ETF worth $6.83M as of Q1 2026.
  • Partners in Financial Planning bought 8,534 iShares National Muni Bond ETF shares in Q1 2026, an estimated $918K.
  • iShares National Muni Bond ETF made up 1.13% of Partners in Financial Planning's portfolio in Q1 2026, its #17 holding.
  • Partners in Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,626 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.