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	–	271
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPlan Investment Management's MUB Position: Q3 2025 in Review

WealthPlan Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 3,592 shares — an estimated $375K sold.

WealthPlan Investment Management first reported a position in MUB in Q1 2022 and held it in 6 quarters. The position peaked at $430K in Q1 2022. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

WealthPlan Investment Management reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
WealthPlan Investment Management sold 3,592 iShares National Muni Bond ETF shares in Q3 2025, an estimated $375K.
WealthPlan Investment Management first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 6 quarters.
WealthPlan Investment Management's iShares National Muni Bond ETF position peaked at $430K in Q1 2022.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.