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Heartwood Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Heartwood Wealth Advisors’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 		$1.28M Sell
11,879
-32
-0.3% -$3.42K 0.1% 90
2026
Q1 		$1.26M Sell
11,911
-306
-3% -$32.9K 0.11% 84
2025
Q4 		$1.31M Sell
12,217
-20
-0.2% -$2.14K 0.12% 72
2025
Q3 		$1.3M Sell
12,237
-20
-0.2% -$2.09K 0.12% 73
2025
Q2 		$1.28M Sell
12,257
-1,656
-12% -$172K 0.13% 66
2025
Q1 		$1.47M Sell
13,913
-97,077
-87% -$10.3M 0.17% 54
2024
Q4 		$11.8M Buy
110,990
+806
+0.7% +$86.6K 1.33% 24
2024
Q3 		$12M Buy
110,184
+4,272
+4% +$460K 1.33% 24
2024
Q2 		$11.3M Buy
105,912
+1,995
+2% +$212K 1.35% 24
2024
Q1 		$11.2M Buy
103,917
+4,428
+4% +$478K 1.38% 24
2023
Q4 		$10.8M Sell
99,489
-618
-0.6% -$64.6K 1.44% 22
2023
Q3 		$10.3M Buy
100,107
+2,715
+3% +$286K 1.51% 22
2023
Q2 		$10.4M Buy
97,392
+5,343
+6% +$571K 1.47% 22
2023
Q1 		$9.92M Buy
92,049
+6,077
+7% +$649K 1.48% 22
2022
Q4 		$9.07M Buy
85,972
+803
+0.9% +$83.7K 1.42% 23
2022
Q3 		$8.74M Buy
85,169
+4,609
+6% +$490K 1.51% 23
2022
Q2 		$8.57M Buy
80,560
+2,665
+3% +$284K 1.41% 22
2022
Q1 		$8.54M Buy
77,895
+4,960
+7% +$560K 1.27% 23
2021
Q4 		$8.48M Buy
72,935
+824
+1% +$95.7K 1.27% 22
2021
Q3 		$8.38M Buy
72,111
+1,704
+2% +$200K 1.3% 22
2021
Q2 		$8.25M Buy
70,407
+702
+1% +$82K 1.27% 22
2021
Q1 		$8.09M Buy
69,705
+5,691
+9% +$664K 1.3% 22
2020
Q4 		$7.5M Sell
64,014
-163
-0.3% -$18.9K 1.21% 22
2020
Q3 		$7.44M Buy
64,177
+65
+0.1% +$7.55K 1.42% 20
2020
Q2 		$7.4M Buy
64,112
+2,410
+4% +$274K 1.46% 19
2020
Q1 		$6.97M Sell
61,702
-794
-1% -$90.6K 1.67% 19
2019
Q4 		$7.12M Buy
+62,496
New +$7.12M 1.36% 21

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

Heartwood Wealth Advisors's MUB Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.27% in Q2 2026, selling an estimated $3.42K and leaving 11,879 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #90.

Heartwood Wealth Advisors first reported a position in MUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $12M in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Heartwood Wealth Advisors held 11,879 shares of iShares National Muni Bond ETF worth $1.28M as of Q2 2026.
  • Heartwood Wealth Advisors sold 32 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.42K.
  • iShares National Muni Bond ETF made up 0.1% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Heartwood Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Heartwood Wealth Advisors's iShares National Muni Bond ETF position peaked at $12M in Q3 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.