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

RCS 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 		$2.47M Buy
23,315
+7,827
+51% +$842K 1.28% 17
2025
Q4 		$1.66M Buy
15,488
+3,241
+26% +$347K 0.72% 30
2025
Q3 		$1.3M Buy
12,247
+633
+5% +$66.2K 0.58% 34
2025
Q2 		$1.21M Sell
11,614
-29,637
-72% -$3.08M 0.6% 33
2025
Q1 		$4.35M Buy
41,251
+15,631
+61% +$1.66M 2.3% 11
2024
Q4 		$2.73M Buy
25,620
+11,909
+87% +$1.28M 1.45% 18
2024
Q3 		$1.49M Sell
13,711
-818
-6% -$88.2K 0.83% 26
2024
Q2 		$1.55M Buy
14,529
+4,951
+52% +$527K 0.91% 24
2024
Q1 		$1.03M Buy
9,578
+1,667
+21% +$180K 0.63% 34
2023
Q4 		$858K Buy
7,911
+254
+3% +$26.5K 0.56% 35
2023
Q3 		$785K Sell
7,657
-4,735
-38% -$499K 0.6% 31
2023
Q2 		$1.32M Sell
12,392
-2,627
-17% -$281K 1.09% 21
2023
Q1 		$1.62M Buy
15,019
+2,175
+17% +$232K 1.44% 17
2022
Q4 		$1.36M Buy
+12,844
New +$1.34M 1.32% 17

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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

RCS Financial Planning increased its iShares National Muni Bond ETF (MUB) stake by 51% in Q1 2026, buying an estimated $842K and bringing the position to 23,315 shares worth $2.47M. The position accounts for 1.28% of the portfolio, ranked #17.

RCS Financial Planning first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.35M in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • RCS Financial Planning held 23,315 shares of iShares National Muni Bond ETF worth $2.47M as of Q1 2026.
  • RCS Financial Planning bought 7,827 iShares National Muni Bond ETF shares in Q1 2026, an estimated $842K.
  • iShares National Muni Bond ETF made up 1.28% of RCS Financial Planning's portfolio in Q1 2026, its #17 holding.
  • RCS Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • RCS Financial Planning's iShares National Muni Bond ETF position peaked at $4.35M in Q1 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.