S.E.E.D. Planning Group’s iShares National Muni Bond ETF MUB Stock Holding History

S.E.E.D. Planning Group’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	$233K	Buy	+2,308	New	+$242K	0.06%	96

Other funds holding MUB

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

S.E.E.D. Planning Group's MUB Position: Q3 2026 in Review

S.E.E.D. Planning Group opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 2,308 shares worth $233K. The stake represents 0.06% of the portfolio and ranks #96 among its holdings.

306 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

S.E.E.D. Planning Group held 2,308 shares of iShares National Muni Bond ETF worth $233K as of Q3 2026.
iShares National Muni Bond ETF was a new S.E.E.D. Planning Group position in Q3 2026.
iShares National Muni Bond ETF made up 0.06% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #96 holding.
306 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.