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

Heritage Wealth Management (California)’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 Q1	–	Sell	-3,682	Closed	-$394K	–	97
2025 Q4	$394K	Hold	3,682	–	–	0.25%	64
2025 Q3	$392K	Sell	3,682 -30	-0.8%	-$3.14K	0.26%	64
2025 Q2	$388K	Sell	3,712 -302	-8%	-$31.4K	0.26%	60
2025 Q1	$423K	Buy	4,014 +302	+8%	+$32.1K	0.32%	55
2024 Q4	$396K	Buy	+3,712	New	+$399K	0.28%	55

Other funds holding MUB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (California)'s MUB Position: Q1 2026 in Review

Heritage Wealth Management (California) sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 3,682 shares — an estimated $394K sold.

Heritage Wealth Management (California) first reported a position in MUB in Q4 2024 and held it in 5 quarters. The position peaked at $423K in Q1 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Heritage Wealth Management (California) reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (California) sold 3,682 iShares National Muni Bond ETF shares in Q1 2026, an estimated $394K.
Heritage Wealth Management (California) first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 5 quarters.
Heritage Wealth Management (California)'s iShares National Muni Bond ETF position peaked at $423K in Q1 2025.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q1 2026, filed 11 May 2026.