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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
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 $1.37T 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

Sterling Financial Planning's MUB Position: Q1 2026 in Review

Sterling Financial Planning reduced its iShares National Muni Bond ETF (MUB) stake by 0.03% in Q1 2026, selling an estimated $538 and leaving 16,349 shares worth $1.74M. The position accounts for 0.51% of the portfolio, ranked #42.

Sterling Financial Planning first reported a position in MUB in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.04M in Q4 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Sterling Financial Planning held 16,349 shares of iShares National Muni Bond ETF worth $1.74M as of Q1 2026.
  • Sterling Financial Planning sold 5 iShares National Muni Bond ETF shares in Q1 2026, an estimated $538.
  • iShares National Muni Bond ETF made up 0.51% of Sterling Financial Planning's portfolio in Q1 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 19 quarters since.
  • Sterling Financial Planning's iShares National Muni Bond ETF position peaked at $3.04M in Q4 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.