White & Co Financial Planning’s iShares National Muni Bond ETF MUB Stock Holding History

White & Co Financial Planning’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	$2.01M	Buy	18,700 +907	+5%	+$97K	1.25%	17
2026 Q1	$1.89M	Buy	17,793 +1,363	+8%	+$147K	1.33%	16
2025 Q4	$1.76M	Hold	16,430	–	–	1.32%	15
2025 Q3	$1.75M	Buy	16,430 +1,302	+9%	+$136K	1.32%	15
2025 Q2	$1.58M	Sell	15,128 -13	-0.1%	-$1.35K	1.26%	15
2025 Q1	$1.59M	Sell	15,141 -836	-5%	-$88.9K	1.37%	16
2024 Q4	$1.7M	Buy	+15,977	New	+$1.72M	1.44%	15

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 22.96% 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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

White & Co Financial Planning's MUB Position: Q2 2026 in Review

White & Co Financial Planning increased its iShares National Muni Bond ETF (MUB) stake by 5.1% in Q2 2026, buying an estimated $97K and bringing the position to 18,700 shares worth $2.01M. The position accounts for 1.25% of the portfolio, ranked #17.

White & Co Financial Planning first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,634 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

White & Co Financial Planning held 18,700 shares of iShares National Muni Bond ETF worth $2.01M as of Q2 2026.
White & Co Financial Planning bought 907 iShares National Muni Bond ETF shares in Q2 2026, an estimated $97K.
iShares National Muni Bond ETF made up 1.25% of White & Co Financial Planning's portfolio in Q2 2026, its #17 holding.
White & Co Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,634 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.