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

Prosperity 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	–	Hold	0	–	–	–	35
2026 Q1	–	Hold	0	–	–	–	34
2025 Q4	–	Hold	0	–	–	–	34
2025 Q3	–	Hold	0	–	–	–	35
2025 Q2	–	Hold	0	–	–	–	34
2025 Q1	–	Hold	0	–	–	–	28
2024 Q4	–	Hold	0	–	–	–	28
2024 Q3	–	Sell	-27,389	Closed	-$2.95M	–	27
2024 Q2	$2.92M	Buy	+27,389	New	+$2.92M	1%	25
2024 Q1	–	Hold	0	–	–	–	25
2023 Q4	–	Hold	0	–	–	–	25
2023 Q3	–	Hold	0	–	–	–	24
2023 Q2	–	Hold	0	–	–	–	25
2023 Q1	–	Hold	0	–	–	–	23
2022 Q4	–	Hold	0	–	–	–	23
2022 Q3	–	Hold	0	–	–	–	26
2022 Q2	–	Sell	-25,551	Closed	-$2.73M	–	18
2022 Q1	$2.97M	Hold	25,551	–	–	1.45%	20
2021 Q4	$2.97M	Buy	25,551 +890	+4%	+$103K	1.51%	19
2021 Q3	$2.87M	Buy	24,661 +663	+3%	+$77.7K	1.56%	19
2021 Q2	$2.81M	Buy	+23,998	New	+$2.8M	1.75%	17
2021 Q1	–	Hold	0	–	–	–	16
2020 Q4	–	Hold	0	–	–	–	16

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 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 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

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

Prosperity Planning's MUB Position: Q2 2026 in Review

Prosperity Planning held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 0 shares worth $2.56M. The position accounts for 0.59% of the portfolio, ranked #35.

Prosperity Planning first reported a position in MUB in Q2 2021 and has held it in 5 quarters since. The position peaked at $2.97M in Q4 2021. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Prosperity Planning held 0 shares of iShares National Muni Bond ETF worth $2.56M as of Q2 2026.
Prosperity Planning left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.59% of Prosperity Planning's portfolio in Q2 2026, its #35 holding.
Prosperity Planning first reported a position in iShares National Muni Bond ETF in Q2 2021 and has held it in 5 quarters since.
Prosperity Planning's iShares National Muni Bond ETF position peaked at $2.97M in Q4 2021.
480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.