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

Waller 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
2026
Q2 		$2.93M Buy
27,231
+278
+1% +$29.7K 0.6% 20
2026
Q1 		$2.86M Buy
26,953
+864
+3% +$92.9K 0.63% 21
2025
Q4 		$2.79M Buy
26,089
+16
+0.1% +$1.71K 0.62% 22
2025
Q3 		$2.78M Sell
26,073
-1,135
-4% -$119K 0.64% 26
2025
Q2 		$2.84M Buy
27,208
+595
+2% +$61.9K 0.69% 26
2025
Q1 		$2.81M Buy
26,613
+344
+1% +$36.6K 0.79% 25
2024
Q4 		$2.8M Buy
26,269
+972
+4% +$104K 0.71% 26
2024
Q3 		$2.75M Buy
25,297
+940
+4% +$101K 0.68% 28
2024
Q2 		$2.6M Sell
24,357
-3,133
-11% -$334K 0.7% 28
2024
Q1 		$2.96M Sell
27,490
-2,642
-9% -$285K 0.79% 28
2023
Q4 		$3.27M Sell
30,132
-1,739
-5% -$182K 0.86% 27
2023
Q3 		$3.27M Buy
31,871
+267
+0.8% +$28.2K 0.95% 27
2023
Q2 		$3.37M Buy
31,604
+1,058
+3% +$113K 0.93% 27
2023
Q1 		$3.29M Buy
30,546
+6,505
+27% +$695K 0.93% 26
2022
Q4 		$2.54M Sell
24,041
-2,954
-11% -$308K 0.74% 27
2022
Q3 		$2.77M Sell
26,995
-4,413
-14% -$469K 0.85% 25
2022
Q2 		$3.34M Sell
31,408
-15,522
-33% -$1.66M 0.98% 23
2022
Q1 		$5.14M Sell
46,930
-6,162
-12% -$695K 1.36% 20
2021
Q4 		$6.17M Buy
53,092
+2,973
+6% +$345K 1.55% 18
2021
Q3 		$5.82M Buy
50,119
+1,827
+4% +$214K 1.55% 18
2021
Q2 		$5.66M Buy
48,292
+3,825
+9% +$447K 1.52% 19
2021
Q1 		$5.16M Buy
44,467
+2,394
+6% +$279K 1.48% 20
2020
Q4 		$4.93M Buy
42,073
+9,432
+29% +$1.1M 1.54% 21
2020
Q3 		$3.78M Buy
32,641
+1,568
+5% +$182K 1.39% 23
2020
Q2 		$3.59M Buy
31,073
+12,299
+66% +$1.4M 1.4% 23
2020
Q1 		$2.12M Buy
+18,774
New +$2.14M 1.11% 22

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 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Waller Financial Planning Group's MUB Position: Q2 2026 in Review

Waller Financial Planning Group increased its iShares National Muni Bond ETF (MUB) stake by 1% in Q2 2026, buying an estimated $29.7K and bringing the position to 27,231 shares worth $2.93M. The position accounts for 0.6% of the portfolio, ranked #20.

Waller Financial Planning Group first reported a position in MUB in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.17M in Q4 2021. 1,644 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Waller Financial Planning Group held 27,231 shares of iShares National Muni Bond ETF worth $2.93M as of Q2 2026.
  • Waller Financial Planning Group bought 278 iShares National Muni Bond ETF shares in Q2 2026, an estimated $29.7K.
  • iShares National Muni Bond ETF made up 0.6% of Waller Financial Planning Group's portfolio in Q2 2026, its #20 holding.
  • Waller Financial Planning Group first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Waller Financial Planning Group's iShares National Muni Bond ETF position peaked at $6.17M in Q4 2021.
  • 1,644 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.