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

Heirloom 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 Q1	$554K	Buy	+5,221	New	+$561K	0.1%	62

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heirloom Wealth Management's MUB Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 5,221 shares worth $554K. The stake represents 0.1% of the portfolio and ranks #62 among its holdings.

1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Heirloom Wealth Management held 5,221 shares of iShares National Muni Bond ETF worth $554K as of Q1 2026.
iShares National Muni Bond ETF was a new Heirloom Wealth Management position in Q1 2026.
iShares National Muni Bond ETF made up 0.1% of Heirloom Wealth Management's portfolio in Q1 2026, its #62 holding.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.