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

Tempus Wealth 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	$227K	Sell	2,107 -71	-3%	-$7.59K	0.04%	261
2026 Q1	$231K	Buy	2,178 +193	+10%	+$20.8K	0.05%	248
2025 Q4	$213K	Sell	1,985 -146	-7%	-$15.6K	0.05%	266
2025 Q3	$227K	Buy	2,131 +3	+0.1%	+$314	0.05%	257
2025 Q2	$222K	Hold	2,128	–	–	0.06%	246
2025 Q1	$224K	Hold	2,128	–	–	0.07%	235
2024 Q4	$227K	Hold	2,128	–	–	0.07%	224
2024 Q3	$231K	Buy	2,128 +148	+7%	+$15.9K	0.08%	200
2024 Q2	$211K	Hold	1,980	–	–	0.09%	191
2024 Q1	$213K	Hold	1,980	–	–	0.09%	184
2023 Q4	$215K	Hold	1,980	–	–	0.09%	179
2023 Q3	$203K	Hold	1,980	–	–	0.1%	160
2023 Q2	$211K	Hold	1,980	–	–	0.1%	173
2023 Q1	$213K	Hold	1,980	–	–	0.1%	162
2022 Q4	$209K	Sell	1,980 -1	-0.1%	-$104	0.13%	169
2022 Q3	$203K	Buy	1,981 +1	+0.1%	+$106	0.14%	173
2022 Q2	$211K	Hold	1,980	–	–	0.17%	120
2022 Q1	$217K	Hold	1,980	–	–	0.15%	129
2021 Q4	$230K	Hold	1,980	–	–	0.12%	140
2021 Q3	$230K	Hold	1,980	–	–	0.13%	140
2021 Q2	$232K	Buy	+1,980	New	+$231K	0.15%	137

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tempus Wealth Planning's MUB Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares National Muni Bond ETF (MUB) stake by 3.3% in Q2 2026, selling an estimated $7.59K and leaving 2,107 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #261.

Tempus Wealth Planning first reported a position in MUB in Q2 2021 and has held it in 21 quarters since. The position peaked at $232K in Q2 2021. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Tempus Wealth Planning held 2,107 shares of iShares National Muni Bond ETF worth $227K as of Q2 2026.
Tempus Wealth Planning sold 71 iShares National Muni Bond ETF shares in Q2 2026, an estimated $7.59K.
iShares National Muni Bond ETF made up 0.04% of Tempus Wealth Planning's portfolio in Q2 2026, its #261 holding.
Tempus Wealth Planning first reported a position in iShares National Muni Bond ETF in Q2 2021 and has held it in 21 quarters since.
Tempus Wealth Planning's iShares National Muni Bond ETF position peaked at $232K in Q2 2021.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.