First Heartland Consultants’s iShares National Muni Bond ETF MUB Stock Holding History

First Heartland Consultants’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	$2.33M	Buy	21,659 +1,016	+5%	+$109K	0.15%	124
2026 Q1	$2.19M	Buy	20,643 +13,289	+181%	+$1.43M	0.17%	119
2025 Q4	$788K	Buy	7,354 +1,907	+35%	+$204K	0.06%	212
2025 Q3	$580K	Buy	+5,447	New	+$570K	0.05%	257
2020 Q3	–	Sell	-6,919	Closed	-$798K	–	313
2020 Q2	$798K	Sell	6,919 -408	-6%	-$46.3K	0.16%	112
2020 Q1	$828K	Buy	7,327 +126	+2%	+$14.4K	0.21%	96
2019 Q4	$820K	Buy	7,201 +898	+14%	+$102K	0.16%	132
2019 Q3	$719K	Buy	6,303 +241	+4%	+$27.5K	0.15%	130
2019 Q2	$686K	Sell	6,062 -1,661	-22%	-$186K	0.16%	120
2019 Q1	$859K	Buy	+7,723	New	+$847K	0.24%	104
2017 Q1	–	Sell	-1,899	Closed	-$205K	–	344
2016 Q4	$205K	Sell	1,899 -888	-32%	-$97.2K	0.06%	304
2016 Q3	$314K	Buy	2,787 +208	+8%	+$23.6K	0.09%	235
2016 Q2	$294	Sell	2,579 -302	-10%	-$34K	0.03%	232
2016 Q1	$322K	Sell	2,881 -12	-0.4%	-$1.33K	0.12%	187
2015 Q4	$320K	Buy	2,893 +1,027	+55%	+$113K	0.12%	189
2015 Q3	$204K	Buy	+1,866	New	+$203K	0.09%	233
2013 Q3	–	Sell	-310	Closed	-$33K	–	314
2013 Q2	$33K	Buy	+310	New	+$33.9K	0.02%	290

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

First Heartland Consultants's MUB Position: Q2 2026 in Review

First Heartland Consultants increased its iShares National Muni Bond ETF (MUB) stake by 4.9% in Q2 2026, buying an estimated $109K and bringing the position to 21,659 shares worth $2.33M. The position accounts for 0.15% of the portfolio, ranked #124.

First Heartland Consultants first reported a position in MUB in Q2 2013 and has held it in 17 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

First Heartland Consultants held 21,659 shares of iShares National Muni Bond ETF worth $2.33M as of Q2 2026.
First Heartland Consultants bought 1,016 iShares National Muni Bond ETF shares in Q2 2026, an estimated $109K.
iShares National Muni Bond ETF made up 0.15% of First Heartland Consultants's portfolio in Q2 2026, its #124 holding.
First Heartland Consultants first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 17 quarters since.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.