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

Helium 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 		$621K Buy
6,144
+732
+14% +$76.8K 0.54% 44
2026
Q2 		$582K Buy
5,412
+1,653
+44% +$177K 0.48% 48
2026
Q1 		$399K Sell
3,759
-29
-0.8% -$3.12K 0.38% 58
2025
Q4 		$406K Sell
3,788
-330
-8% -$35.3K 0.41% 52
2025
Q3 		$439K Buy
4,118
+551
+15% +$57.7K 0.37% 51
2025
Q2 		$373K Sell
3,567
-665
-16% -$69.1K 0.24% 68
2025
Q1 		$446K Buy
4,232
+16
+0.4% +$1.7K 0.32% 52
2024
Q4 		$449K Buy
+4,216
New +$453K 0.36% 51

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Helium Advisors's MUB Position: Q3 2026 in Review

Helium Advisors increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q3 2026, buying an estimated $76.8K and bringing the position to 6,144 shares worth $621K. The position accounts for 0.54% of the portfolio, ranked #44.

Helium Advisors first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Helium Advisors held 6,144 shares of iShares National Muni Bond ETF worth $621K as of Q3 2026.
  • Helium Advisors bought 732 iShares National Muni Bond ETF shares in Q3 2026, an estimated $76.8K.
  • iShares National Muni Bond ETF made up 0.54% of Helium Advisors's portfolio in Q3 2026, its #44 holding.
  • Helium Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.