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

Hemington 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
2025
Q3 		$1K Hold
10
– – ﹤0.01% 1465
2025
Q2 		$1K Hold
10
– – ﹤0.01% 1434
2025
Q1 		$1K Hold
10
– – ﹤0.01% 1429
2024
Q4 		$1K Buy
+10
New +$1.07K ﹤0.01% 1439

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hemington Wealth Management's MUB Position: Q3 2025 in Review

Hemington Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q3 2025 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Hemington Wealth Management first reported a position in MUB in Q4 2024 and has held it in 4 quarters since. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Hemington Wealth Management held 10 shares of iShares National Muni Bond ETF worth $1K as of Q3 2025.
  • Hemington Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q3 2025.
  • iShares National Muni Bond ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1465 holding.
  • Hemington Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.