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Higgins & Schmidt Wealth Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$1.1M Buy
10,180
+3,883
+62% +$415K 0.45% 24
2026
Q1 		$668K Buy
+6,297
New +$677K 0.31% 31

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 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

Higgins & Schmidt Wealth Strategies's MUB Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its iShares National Muni Bond ETF (MUB) stake by 62% in Q2 2026, buying an estimated $415K and bringing the position to 10,180 shares worth $1.1M. The position accounts for 0.45% of the portfolio, ranked #24.

Higgins & Schmidt Wealth Strategies first reported a position in MUB in Q1 2026 and has held it in 2 quarters since. 868 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 10,180 shares of iShares National Muni Bond ETF worth $1.1M as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies bought 3,883 iShares National Muni Bond ETF shares in Q2 2026, an estimated $415K.
  • iShares National Muni Bond ETF made up 0.45% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #24 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in iShares National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.