WealthPlan Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

WealthPlan Investment Management’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 Q3	–	Sell	-3,592	Closed	-$375K	–	354
2025 Q2	$375K	Buy	+3,592	New	+$373K	0.03%	267
2023 Q3	–	Sell	-306	Closed	-$32.7K	–	272
2023 Q2	$32.7K	Sell	306 -22	-7%	-$2.35K	0.01%	221
2023 Q1	$35.3K	Sell	328 -2,395	-88%	-$256K	0.01%	270
2022 Q4	$292K	Sell	2,723 -25	-0.9%	-$2.61K	0.02%	318
2022 Q3	$293K	Buy	+2,748	New	+$292K	0.02%	304
2022 Q1	$430K	Buy	+4,033	New	+$455K	0.03%	270

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 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return