XY Planning Network’s iShares National Muni Bond ETF MUB Stock Holding History

XY Planning Network’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 Q3	$2.59M	Buy	25,598 +2,393	+10%	+$251K	0.28%	79
2026 Q2	$2.5M	Buy	23,205 +4,958	+27%	+$530K	0.31%	75
2026 Q1	$1.94M	Buy	18,247 +3,052	+20%	+$328K	0.31%	78
2025 Q4	$1.63M	Buy	15,195 +4,625	+44%	+$495K	0.28%	87
2025 Q3	$1.1M	Hold	10,570	–	–	0.38%	66
2025 Q2	$1.1M	Buy	+10,570	New	+$1.1M	0.38%	66

Other funds holding MUB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

XY Planning Network's MUB Position: Q3 2026 in Review

XY Planning Network increased its iShares National Muni Bond ETF (MUB) stake by 10% in Q3 2026, buying an estimated $251K and bringing the position to 25,598 shares worth $2.59M. The position accounts for 0.28% of the portfolio, ranked #79.

XY Planning Network first reported a position in MUB in Q2 2025 and has held it in 6 quarters since. 555 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

XY Planning Network held 25,598 shares of iShares National Muni Bond ETF worth $2.59M as of Q3 2026.
XY Planning Network bought 2,393 iShares National Muni Bond ETF shares in Q3 2026, an estimated $251K.
iShares National Muni Bond ETF made up 0.28% of XY Planning Network's portfolio in Q3 2026, its #79 holding.
XY Planning Network first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
555 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.