Heritage Family Offices’s iShares National Muni Bond ETF MUB Stock Holding History

Heritage Family Offices’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 Q2	$443K	Sell	4,113 -751	-15%	-$80.3K	0.17%	112
2026 Q1	$516K	Buy	4,864 +2,043	+72%	+$220K	0.23%	101
2025 Q4	$302K	Buy	2,821 +106	+4%	+$11.3K	0.14%	141
2025 Q3	$289K	Sell	2,715 -3,314	-55%	-$347K	0.13%	145
2025 Q2	$634K	Hold	6,029	–	–	0.32%	77
2025 Q1	$636K	Sell	6,029 -330	-5%	-$35.1K	0.33%	76
2024 Q4	$678K	Sell	6,359 -365	-5%	-$39.2K	0.34%	66
2024 Q3	$730K	Sell	6,724 -710	-10%	-$76.5K	0.38%	57
2024 Q2	$792K	Buy	+7,434	New	+$792K	0.44%	53

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Heritage Family Offices's MUB Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares National Muni Bond ETF (MUB) stake by 15% in Q2 2026, selling an estimated $80.3K and leaving 4,113 shares worth $443K. The position accounts for 0.17% of the portfolio, ranked #112.

Heritage Family Offices first reported a position in MUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $792K in Q2 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Heritage Family Offices held 4,113 shares of iShares National Muni Bond ETF worth $443K as of Q2 2026.
Heritage Family Offices sold 751 iShares National Muni Bond ETF shares in Q2 2026, an estimated $80.3K.
iShares National Muni Bond ETF made up 0.17% of Heritage Family Offices's portfolio in Q2 2026, its #112 holding.
Heritage Family Offices first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares National Muni Bond ETF position peaked at $792K in Q2 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.