WFP
MUB icon

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

Wrenne 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
Q1 		$8.19M Buy
77,162
+5,266
+7% +$566K 3.21% 11
2025
Q4 		$7.7M Buy
71,896
+13,010
+22% +$1.39M 3.13% 11
2025
Q3 		$6.27M Buy
58,886
+8,298
+16% +$868K 2.68% 11
2025
Q2 		$5.29M Sell
50,588
-17,226
-25% -$1.79M 2.47% 11
2025
Q1 		$7.15M Buy
67,814
+2,136
+3% +$227K 3.8% 8
2024
Q4 		$7M Buy
65,678
+11,691
+22% +$1.26M 3.98% 8
2024
Q3 		$5.86M Buy
53,987
+3,601
+7% +$388K 3.49% 9
2024
Q2 		$5.37M Buy
50,386
+3,998
+9% +$426K 3.7% 9
2024
Q1 		$4.99M Buy
46,388
+3,035
+7% +$328K 3.69% 10
2023
Q4 		$4.7M Buy
+43,353
New +$4.53M 4% 9

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wrenne Financial Planning's MUB Position: Q1 2026 in Review

Wrenne Financial Planning increased its iShares National Muni Bond ETF (MUB) stake by 7.3% in Q1 2026, buying an estimated $566K and bringing the position to 77,162 shares worth $8.19M. The position accounts for 3.21% of the portfolio, ranked #11.

Wrenne Financial Planning first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Wrenne Financial Planning held 77,162 shares of iShares National Muni Bond ETF worth $8.19M as of Q1 2026.
  • Wrenne Financial Planning bought 5,266 iShares National Muni Bond ETF shares in Q1 2026, an estimated $566K.
  • iShares National Muni Bond ETF made up 3.21% of Wrenne Financial Planning's portfolio in Q1 2026, its #11 holding.
  • Wrenne Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.