HWM
MUB icon

HB Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

HB Wealth Management’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 		$1.03M Sell
9,592
-17,207
-64% -$1.84M 0.01% 731
2026
Q1 		$2.84M Buy
26,799
+21,211
+380% +$2.28M 0.02% 351
2025
Q4 		$599K Sell
5,588
-2,433
-30% -$260K ﹤0.01% 832
2025
Q3 		$854K Buy
8,021
+3,802
+90% +$398K 0.01% 660
2025
Q2 		$441K Sell
4,219
-548
-11% -$57K ﹤0.01% 791
2025
Q1 		$503K Buy
4,767
+271
+6% +$28.8K ﹤0.01% 763
2024
Q4 		$479K Buy
4,496
+614
+16% +$66K ﹤0.01% 636
2024
Q3 		$422K Buy
3,882
+535
+16% +$57.7K ﹤0.01% 647
2024
Q2 		$357K Buy
3,347
+1,227
+58% +$131K ﹤0.01% 654
2024
Q1 		$228K Sell
2,120
-23
-1% -$2.48K ﹤0.01% 756
2023
Q4 		$232K Buy
+2,143
New +$224K ﹤0.01% 694
2023
Q2 		– Sell
-6,079
Closed -$655K – 751
2023
Q1 		$655K Buy
6,079
+23
+0.4% +$2.46K 0.01% 360
2022
Q4 		$639K Buy
+6,056
New +$631K 0.01% 346
2022
Q3 		– Sell
-3,713
Closed -$395K – 603
2022
Q2 		$395K Sell
3,713
-12,023
-76% -$1.28M 0.01% 385
2022
Q1 		$1.73M Buy
15,736
+12,998
+475% +$1.47M 0.03% 200
2021
Q4 		$318K Buy
+2,738
New +$318K 0.01% 376

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

HB Wealth Management's MUB Position: Q2 2026 in Review

HB Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 64% in Q2 2026, selling an estimated $1.84M and leaving 9,592 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #731.

HB Wealth Management first reported a position in MUB in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.84M in Q1 2026. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • HB Wealth Management held 9,592 shares of iShares National Muni Bond ETF worth $1.03M as of Q2 2026.
  • HB Wealth Management sold 17,207 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.84M.
  • iShares National Muni Bond ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #731 holding.
  • HB Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • HB Wealth Management's iShares National Muni Bond ETF position peaked at $2.84M in Q1 2026.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.