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

Heritage 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 		$582K Sell
5,404
-708
-12% -$75.7K 0.02% 125
2026
Q1 		$649K Buy
6,112
+464
+8% +$49.9K 0.03% 113
2025
Q4 		$605K Buy
+5,648
New +$605K 0.02% 133

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Heritage Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 12% in Q2 2026, selling an estimated $75.7K and leaving 5,404 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #125.

Heritage Wealth Advisors first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $649K in Q1 2026. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Heritage Wealth Advisors held 5,404 shares of iShares National Muni Bond ETF worth $582K as of Q2 2026.
  • Heritage Wealth Advisors sold 708 iShares National Muni Bond ETF shares in Q2 2026, an estimated $75.7K.
  • iShares National Muni Bond ETF made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Heritage Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Heritage Wealth Advisors's iShares National Muni Bond ETF position peaked at $649K in Q1 2026.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.