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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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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. 480 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.
  • 480 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.