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

Xena 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 		$1.48M Buy
13,740
+1,258
+10% +$135K 1.42% 15
2026
Q1 		$1.32M Buy
12,482
+564
+5% +$60.6K 1.5% 15
2025
Q4 		$1.28M Buy
+11,918
New +$1.28M 1.5% 15

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

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

Xena Financial Planning increased its iShares National Muni Bond ETF (MUB) stake by 10% in Q2 2026, buying an estimated $135K and bringing the position to 13,740 shares worth $1.48M. The position accounts for 1.42% of the portfolio, ranked #15.

Xena Financial Planning first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 1,632 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Xena Financial Planning held 13,740 shares of iShares National Muni Bond ETF worth $1.48M as of Q2 2026.
  • Xena Financial Planning bought 1,258 iShares National Muni Bond ETF shares in Q2 2026, an estimated $135K.
  • iShares National Muni Bond ETF made up 1.42% of Xena Financial Planning's portfolio in Q2 2026, its #15 holding.
  • Xena Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.