Heritage Oak Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Heritage Oak Wealth 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 Q2	$320K	Hold	2,972	–	–	0.09%	74
2026 Q1	$315K	Hold	2,972	–	–	0.1%	55
2025 Q4	$318K	Hold	2,972	–	–	0.12%	61
2025 Q3	$316K	Hold	2,972	–	–	0.12%	60
2025 Q2	$311K	Hold	2,972	–	–	0.12%	58
2025 Q1	$313K	Hold	2,972	–	–	0.14%	53
2024 Q4	$317K	Buy	+2,972	New	+$319K	0.15%	54
2024 Q3	–	Sell	-2,972	Closed	-$317K	–	190
2024 Q2	$317K	Buy	+2,972	New	+$317K	0.16%	80

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Heritage Oak Wealth Advisors's MUB Position: Q2 2026 in Review

Heritage Oak Wealth Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,972 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #74.

Heritage Oak Wealth Advisors first reported a position in MUB in Q2 2024 and has held it in 8 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Heritage Oak Wealth Advisors held 2,972 shares of iShares National Muni Bond ETF worth $320K as of Q2 2026.
Heritage Oak Wealth Advisors left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.09% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Heritage Oak Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.