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 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

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

Helium Advisors's MUB Position: Q1 2026 in Review

Helium Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.77% in Q1 2026, selling an estimated $3.12K and leaving 3,759 shares worth $399K. The position accounts for 0.38% of the portfolio, ranked #58.

Helium Advisors first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $449K in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Helium Advisors held 3,759 shares of iShares National Muni Bond ETF worth $399K as of Q1 2026.
Helium Advisors sold 29 iShares National Muni Bond ETF shares in Q1 2026, an estimated $3.12K.
iShares National Muni Bond ETF made up 0.38% of Helium Advisors's portfolio in Q1 2026, its #58 holding.
Helium Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Helium Advisors's iShares National Muni Bond ETF position peaked at $449K in Q4 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.