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

Heritage Wealth Management (Texas)’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 		$10.1M Buy
95,192
+4,528
+5% +$487K 4.32% 7
2025
Q4 		$9.71M Sell
90,664
-25,704
-22% -$2.75M 4.21% 7
2025
Q3 		$12.4M Sell
116,368
-7,410
-6% -$775K 5.46% 5
2025
Q2 		$12.9M Buy
+123,778
New +$12.9M 6.42% 5

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Heritage Wealth Management (Texas) increased its iShares National Muni Bond ETF (MUB) stake by 5% in Q1 2026, buying an estimated $487K and bringing the position to 95,192 shares worth $10.1M. The position accounts for 4.32% of the portfolio, ranked #7.

Heritage Wealth Management (Texas) first reported a position in MUB in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.9M in Q2 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Heritage Wealth Management (Texas) held 95,192 shares of iShares National Muni Bond ETF worth $10.1M as of Q1 2026.
  • Heritage Wealth Management (Texas) bought 4,528 iShares National Muni Bond ETF shares in Q1 2026, an estimated $487K.
  • iShares National Muni Bond ETF made up 4.32% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #7 holding.
  • Heritage Wealth Management (Texas) first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Heritage Wealth Management (Texas)'s iShares National Muni Bond ETF position peaked at $12.9M in Q2 2025.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.