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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
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 $1.37T 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

Retirement Planning Group (Kansas)'s MUB Position: Q1 2026 in Review

Retirement Planning Group (Kansas) opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 11,599 shares worth $1.23M. The stake represents 0.04% of the portfolio and ranks #187 among its holdings. This is a return to the name: Retirement Planning Group (Kansas) previously reported a position in MUB as recently as Q1 2024.

Retirement Planning Group (Kansas) first reported a position in MUB in Q4 2018 and has held it in 22 quarters since. The position peaked at $4.05M in Q3 2021. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Retirement Planning Group (Kansas) held 11,599 shares of iShares National Muni Bond ETF worth $1.23M as of Q1 2026.
  • iShares National Muni Bond ETF was a new Retirement Planning Group (Kansas) position in Q1 2026.
  • iShares National Muni Bond ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #187 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 22 quarters since.
  • Retirement Planning Group (Kansas)'s iShares National Muni Bond ETF position peaked at $4.05M in Q3 2021.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.