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

Sterling 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
Q2 		$1.84M Buy
17,094
+745
+5% +$79.7K 0.5% 42
2026
Q1 		$1.74M Sell
16,349
-5
-0% -$538 0.51% 42
2025
Q4 		$1.75M Sell
16,354
-148
-0.9% -$15.8K 0.53% 42
2025
Q3 		$1.76M Sell
16,502
-776
-4% -$81.2K 0.55% 42
2025
Q2 		$1.81M Buy
17,278
+35
+0.2% +$3.64K 0.6% 40
2025
Q1 		$1.82M Sell
17,243
-5,996
-26% -$638K 0.66% 40
2024
Q4 		$2.48M Buy
23,239
+5,816
+33% +$625K 0.91% 34
2024
Q3 		$1.89M Sell
17,423
-195
-1% -$21K 0.7% 37
2024
Q2 		$1.88M Sell
17,618
-9,082
-34% -$967K 0.76% 36
2024
Q1 		$2.87M Sell
26,700
-1,098
-4% -$118K 1.16% 27
2023
Q4 		$3.01M Buy
27,798
+9,996
+56% +$1.04M 1.3% 24
2023
Q3 		$1.83M Sell
17,802
-27
-0.2% -$2.85K 0.93% 33
2023
Q2 		$1.9M Sell
17,829
-39
-0.2% -$4.17K 0.94% 32
2023
Q1 		$1.93M Sell
17,868
-10,917
-38% -$1.17M 1.04% 30
2022
Q4 		$3.04M Buy
+28,785
New +$3M 1.81% 16
2022
Q3 		– Sell
-3,054
Closed -$325K – 86
2022
Q2 		$325K Sell
3,054
-551
-15% -$58.8K 0.23% 65
2022
Q1 		$395K Buy
3,605
+200
+6% +$22.6K 0.25% 58
2021
Q4 		$396K Buy
3,405
+1,539
+82% +$179K 0.25% 62
2021
Q3 		$217K Buy
1,866
+989
+113% +$116K 0.14% 83
2021
Q2 		$103K Buy
+877
New +$102K 0.07% 116

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

Sterling Financial Planning's MUB Position: Q2 2026 in Review

Sterling Financial Planning increased its iShares National Muni Bond ETF (MUB) stake by 4.6% in Q2 2026, buying an estimated $79.7K and bringing the position to 17,094 shares worth $1.84M. The position accounts for 0.5% of the portfolio, ranked #42.

Sterling Financial Planning first reported a position in MUB in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.04M in Q4 2022. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Sterling Financial Planning held 17,094 shares of iShares National Muni Bond ETF worth $1.84M as of Q2 2026.
  • Sterling Financial Planning bought 745 iShares National Muni Bond ETF shares in Q2 2026, an estimated $79.7K.
  • iShares National Muni Bond ETF made up 0.5% of Sterling Financial Planning's portfolio in Q2 2026, its #42 holding.
  • Sterling Financial Planning first reported a position in iShares National Muni Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Sterling Financial Planning's iShares National Muni Bond ETF position peaked at $3.04M in Q4 2022.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.