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

United Financial 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
2025
Q4 		– Sell
-53
Closed -$5.64K – 503
2025
Q3 		$5.64K Buy
+53
New +$5.55K ﹤0.01% 175

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 22.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

United Financial Planning Group's MUB Position: Q4 2025 in Review

United Financial Planning Group sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 53 shares — an estimated $5.64K sold.

United Financial Planning Group first reported a position in MUB in Q3 2025 and held it in 1 quarter. The position peaked at $5.64K in Q3 2025. 1,633 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • United Financial Planning Group reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 53 iShares National Muni Bond ETF shares in Q4 2025, an estimated $5.64K.
  • United Financial Planning Group first reported a position in iShares National Muni Bond ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's iShares National Muni Bond ETF position peaked at $5.64K in Q3 2025.
  • 1,633 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.