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

Vertex Planning Partners’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
Q3 		$5.33M Buy
+52,739
New +$5.54M 0.76% 28
2025
Q4 		– Sell
-11,884
Closed -$1.27M – 179
2025
Q3 		$1.27M Buy
11,884
+1,063
+10% +$111K 0.24% 61
2025
Q2 		$1.13M Buy
10,821
+770
+8% +$80.1K 0.24% 64
2025
Q1 		$1.06M Buy
10,051
+38
+0.4% +$4.04K 0.23% 59
2024
Q4 		$1.07M Buy
10,013
+1,546
+18% +$166K 0.24% 60
2024
Q3 		$920K Buy
8,467
+712
+9% +$76.7K 0.22% 53
2024
Q2 		$826K Buy
7,755
+703
+10% +$74.9K 0.21% 56
2024
Q1 		$759K Buy
7,052
+1,463
+26% +$158K 0.21% 57
2023
Q4 		$606K Buy
5,589
+1,904
+52% +$199K 0.18% 65
2023
Q3 		$378K Sell
3,685
-21
-0.6% -$2.22K 0.13% 85
2023
Q2 		$396K Buy
3,706
+91
+3% +$9.7K 0.13% 80
2023
Q1 		$389K Sell
3,615
-3,101
-46% -$331K 0.15% 74
2022
Q4 		$709K Buy
+6,716
New +$700K 0.28% 51

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Vertex Planning Partners's MUB Position: Q3 2026 in Review

Vertex Planning Partners opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 52,739 shares worth $5.33M. The stake represents 0.76% of the portfolio and ranks #28 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in MUB as recently as Q3 2025.

Vertex Planning Partners first reported a position in MUB in Q4 2022 and has held it in 13 quarters since. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Vertex Planning Partners held 52,739 shares of iShares National Muni Bond ETF worth $5.33M as of Q3 2026.
  • iShares National Muni Bond ETF was a new Vertex Planning Partners position in Q3 2026.
  • iShares National Muni Bond ETF made up 0.76% of Vertex Planning Partners's portfolio in Q3 2026, its #28 holding.
  • Vertex Planning Partners first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.