Heritage Wealth Management (Arizona)’s iShares National Muni Bond ETF MUB Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$792K	Sell	7,434 -6,310	-46%	-$672K	0.44%	53
2024 Q1	$1.48M	Sell	13,744 -3,841	-22%	-$414K	0.75%	33
2023 Q4	$1.91M	Buy	+17,585	New	+$1.84M	1.03%	21
2022 Q4	$6.57M	Buy	62,224 +36,735	+144%	+$3.83M	0.94%	16
2022 Q3	$2.62M	Buy	25,489 +4,551	+22%	+$484K	0.84%	17
2022 Q2	$2.23M	Buy	20,938 +1,137	+6%	+$121K	0.74%	25
2022 Q1	$2.17M	Buy	+19,801	New	+$2.23M	0.59%	32
2021 Q3	$1.19M	Buy	10,265 +3,077	+43%	+$361K	0.42%	46
2021 Q2	$842K	Buy	7,188 +5,054	+237%	+$591K	0.32%	65
2021 Q1	$248K	Buy	+2,134	New	+$249K	0.14%	127

Other funds holding MUB

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return