SP
MUB icon

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

Sequent 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
Q2 		$2.61M Buy
24,290
+1,332
+6% +$142K 0.56% 48
2026
Q1 		$2.44M Buy
22,958
+5,389
+31% +$579K 0.59% 45
2025
Q4 		$1.88M Buy
17,569
+4,471
+34% +$479K 0.48% 54
2025
Q3 		$1.39M Buy
13,098
+9,821
+300% +$1.03M 0.4% 55
2025
Q2 		$342K Buy
3,277
+912
+39% +$94.8K 0.11% 114
2025
Q1 		$249K Hold
2,365
– – 0.09% 126
2024
Q4 		$252K Buy
+2,365
New +$254K 0.09% 121

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

Sequent Planning's MUB Position: Q2 2026 in Review

Sequent Planning increased its iShares National Muni Bond ETF (MUB) stake by 5.8% in Q2 2026, buying an estimated $142K and bringing the position to 24,290 shares worth $2.61M. The position accounts for 0.56% of the portfolio, ranked #48.

Sequent Planning first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Sequent Planning held 24,290 shares of iShares National Muni Bond ETF worth $2.61M as of Q2 2026.
  • Sequent Planning bought 1,332 iShares National Muni Bond ETF shares in Q2 2026, an estimated $142K.
  • iShares National Muni Bond ETF made up 0.56% of Sequent Planning's portfolio in Q2 2026, its #48 holding.
  • Sequent Planning first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.