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

HHM 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 		$191K Buy
1,774
+1,306
+279% +$140K 0.02% 218
2026
Q1 		$49.7K Buy
+468
New +$50.3K 0.01% 371
2025
Q2 		– Sell
-143
Closed -$15.1K – 918
2025
Q1 		$15.1K Buy
+143
New +$15.2K ﹤0.01% 534
2024
Q1 		– Sell
-94
Closed -$10.2K – 768
2023
Q4 		$10.2K Hold
94
– – ﹤0.01% 508
2023
Q3 		$9.64K Sell
94
-202
-68% -$21.3K ﹤0.01% 513
2023
Q2 		$31.6K Hold
296
– – 0.01% 355
2023
Q1 		$31.9K Sell
296
-64
-18% -$6.84K 0.01% 337
2022
Q4 		$38K Sell
360
-230
-39% -$24K 0.01% 275
2022
Q3 		$61K Hold
590
– – 0.02% 208
2022
Q2 		$63K Buy
590
+324
+122% +$34.6K 0.02% 252
2022
Q1 		$29K Hold
266
– – 0.01% 384
2021
Q4 		$31K Hold
266
– – 0.01% 363
2021
Q3 		$31K Buy
266
+64
+32% +$7.5K 0.01% 356
2021
Q2 		$24K Hold
202
– – 0.01% 378
2021
Q1 		$23K Buy
+202
New +$23.6K 0.01% 363

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

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

HHM Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 279% in Q2 2026, buying an estimated $140K and bringing the position to 1,774 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #218.

HHM Wealth Advisors first reported a position in MUB in Q1 2021 and has held it in 15 quarters since. 713 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • HHM Wealth Advisors held 1,774 shares of iShares National Muni Bond ETF worth $191K as of Q2 2026.
  • HHM Wealth Advisors bought 1,306 iShares National Muni Bond ETF shares in Q2 2026, an estimated $140K.
  • iShares National Muni Bond ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • HHM Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 15 quarters since.
  • 713 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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