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 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

XY Planning Network's MUB Position: Q2 2026 in Review

XY Planning Network increased its iShares National Muni Bond ETF (MUB) stake by 27% in Q2 2026, buying an estimated $530K and bringing the position to 23,205 shares worth $2.5M. The position accounts for 0.31% of the portfolio, ranked #75.

XY Planning Network first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

XY Planning Network held 23,205 shares of iShares National Muni Bond ETF worth $2.5M as of Q2 2026.
XY Planning Network bought 4,958 iShares National Muni Bond ETF shares in Q2 2026, an estimated $530K.
iShares National Muni Bond ETF made up 0.31% of XY Planning Network's portfolio in Q2 2026, its #75 holding.
XY Planning Network first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.