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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
Q2 		$8.88M Buy
82,514
+5,352
+7% +$572K 3% 11
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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wrenne Financial Planning's MUB Position: Q2 2026 in Review

Wrenne Financial Planning increased its iShares National Muni Bond ETF (MUB) stake by 6.9% in Q2 2026, buying an estimated $572K and bringing the position to 82,514 shares worth $8.88M. The position accounts for 3% of the portfolio, ranked #11.

Wrenne Financial Planning first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Wrenne Financial Planning held 82,514 shares of iShares National Muni Bond ETF worth $8.88M as of Q2 2026.
  • Wrenne Financial Planning bought 5,352 iShares National Muni Bond ETF shares in Q2 2026, an estimated $572K.
  • iShares National Muni Bond ETF made up 3% of Wrenne Financial Planning's portfolio in Q2 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 11 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.