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

Planning Project 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
2025 Q4	$764K	Buy	+7,136	New	+$764K	0.19%	19

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Planning Project LLC's MUB Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares National Muni Bond ETF (MUB) in Q4 2025: 7,136 shares worth $764K. The stake represents 0.19% of the portfolio and ranks #19 among its holdings.

1,629 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Planning Project LLC held 7,136 shares of iShares National Muni Bond ETF worth $764K as of Q4 2025.
iShares National Muni Bond ETF was a new Planning Project LLC position in Q4 2025.
iShares National Muni Bond ETF made up 0.19% of Planning Project LLC's portfolio in Q4 2025, its #19 holding.
1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.