HWA
MUB icon

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
Q3 		$1.2M Sell
11,868
-11
-0.1% -$1.16K 0.09% 95
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

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Heartwood Wealth Advisors's MUB Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.09% in Q3 2026, selling an estimated $1.16K and leaving 11,868 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #95.

Heartwood Wealth Advisors first reported a position in MUB in Q4 2019 and has held it in 28 quarters since. The position peaked at $12M in Q3 2024. 103 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Heartwood Wealth Advisors held 11,868 shares of iShares National Muni Bond ETF worth $1.2M as of Q3 2026.
  • Heartwood Wealth Advisors sold 11 iShares National Muni Bond ETF shares in Q3 2026, an estimated $1.16K.
  • iShares National Muni Bond ETF made up 0.09% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #95 holding.
  • Heartwood Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Heartwood Wealth Advisors's iShares National Muni Bond ETF position peaked at $12M in Q3 2024.
  • 103 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.