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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
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% -$2.21K 0.13% 85
2023
Q2 		$396K Buy
3,706
+91
+3% +$9.73K 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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Vertex Planning Partners's MUB Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 11,884 shares — an estimated $1.27M sold.

Vertex Planning Partners first reported a position in MUB in Q4 2022 and held it in 12 quarters. The position peaked at $1.27M in Q3 2025. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Vertex Planning Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 11,884 iShares National Muni Bond ETF shares in Q4 2025, an estimated $1.27M.
  • Vertex Planning Partners first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's iShares National Muni Bond ETF position peaked at $1.27M in Q3 2025.
  • 1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.