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Plancorp LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Plancorp LLC’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 		$2.23M Buy
+20,855
New +$2.23M 0.05% 129
2025
Q3 		– Sell
-2,820
Closed -$295K – 394
2025
Q2 		$295K Buy
+2,820
New +$293K 0.01% 296

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $171B AUM 24.68% 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 $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Plancorp LLC's MUB Position: Q2 2026 in Review

Plancorp LLC opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 20,855 shares worth $2.23M. The stake represents 0.05% of the portfolio and ranks #129 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in MUB as recently as Q2 2025.

Plancorp LLC first reported a position in MUB in Q2 2025 and has held it in 2 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Plancorp LLC held 20,855 shares of iShares National Muni Bond ETF worth $2.23M as of Q2 2026.
  • iShares National Muni Bond ETF was a new Plancorp LLC position in Q2 2026.
  • iShares National Muni Bond ETF made up 0.05% of Plancorp LLC's portfolio in Q2 2026, its #129 holding.
  • Plancorp LLC first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.