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Retirement Planning Group (Kansas)’s iShares National Muni Bond ETF MUB Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.16M Sell
10,765
-834
-7% -$89.2K 0.03% 213
2026
Q1 		$1.23M Buy
+11,599
New +$1.25M 0.04% 187
2024
Q2 		– Sell
-1,893
Closed -$204K – 237
2024
Q1 		$204K Buy
+1,893
New +$204K 0.02% 211
2023
Q4 		– Sell
-37,181
Closed -$3.81M – 191
2023
Q3 		$3.81M Buy
37,181
+4
+0% +$422 0.4% 27
2023
Q2 		$3.97M Sell
37,177
-226
-0.6% -$24.2K 0.4% 27
2023
Q1 		$4.03M Buy
37,403
+11,050
+42% +$1.18M 0.43% 26
2022
Q4 		$2.78M Buy
26,353
+11,867
+82% +$1.24M 0.32% 30
2022
Q3 		$1.49M Sell
14,486
-16,536
-53% -$1.76M 0.19% 40
2022
Q2 		$3.3M Buy
31,022
+5,176
+20% +$552K 0.41% 21
2022
Q1 		$2.83M Sell
25,846
-5,227
-17% -$590K 0.31% 26
2021
Q4 		$3.61M Sell
31,073
-3,781
-11% -$439K 0.35% 20
2021
Q3 		$4.05M Buy
34,854
+5,187
+17% +$608K 0.46% 20
2021
Q2 		$3.48M Buy
29,667
+4,618
+18% +$540K 0.4% 22
2021
Q1 		$2.91M Buy
25,049
+881
+4% +$103K 0.4% 21
2020
Q4 		$2.83M Buy
24,168
+546
+2% +$63.4K 0.41% 21
2020
Q3 		$2.74M Buy
23,622
+1,030
+5% +$120K 0.45% 21
2020
Q2 		$2.61M Buy
22,592
+513
+2% +$58.2K 0.48% 22
2020
Q1 		$2.5M Buy
22,079
+1,083
+5% +$124K 0.6% 15
2019
Q4 		$2.39M Buy
20,996
+974
+5% +$111K 0.48% 22
2019
Q3 		$2.29M Buy
20,022
+1,032
+5% +$118K 0.48% 19
2019
Q2 		$2.15M Buy
18,990
+1,847
+11% +$207K 0.49% 18
2019
Q1 		$1.91M Buy
17,143
+693
+4% +$76K 0.46% 19
2018
Q4 		$1.79M Buy
+16,450
New +$1.77M 0.48% 23

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

Retirement Planning Group (Kansas)'s MUB Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares National Muni Bond ETF (MUB) stake by 7.2% in Q2 2026, selling an estimated $89.2K and leaving 10,765 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #213.

Retirement Planning Group (Kansas) first reported a position in MUB in Q4 2018 and has held it in 23 quarters since. The position peaked at $4.05M in Q3 2021. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Retirement Planning Group (Kansas) held 10,765 shares of iShares National Muni Bond ETF worth $1.16M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 834 iShares National Muni Bond ETF shares in Q2 2026, an estimated $89.2K.
  • iShares National Muni Bond ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #213 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • Retirement Planning Group (Kansas)'s iShares National Muni Bond ETF position peaked at $4.05M in Q3 2021.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.