RCS Financial Planning
MUB icon

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
Q3 		$3.69M Buy
36,469
+13,444
+58% +$1.41M 2% 16
2026
Q2 		$2.48M Sell
23,025
-290
-1% -$31K 1.17% 18
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

RCS Financial Planning's MUB Position: Q3 2026 in Review

RCS Financial Planning increased its iShares National Muni Bond ETF (MUB) stake by 58% in Q3 2026, buying an estimated $1.41M and bringing the position to 36,469 shares worth $3.69M. The position accounts for 2% of the portfolio, ranked #16.

RCS Financial Planning first reported a position in MUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.35M in Q1 2025. 657 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • RCS Financial Planning held 36,469 shares of iShares National Muni Bond ETF worth $3.69M as of Q3 2026.
  • RCS Financial Planning bought 13,444 iShares National Muni Bond ETF shares in Q3 2026, an estimated $1.41M.
  • iShares National Muni Bond ETF made up 2% of RCS Financial Planning's portfolio in Q3 2026, its #16 holding.
  • RCS Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • RCS Financial Planning's iShares National Muni Bond ETF position peaked at $4.35M in Q1 2025.
  • 657 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.