Stonehearth Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Stonehearth Capital Management’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	$231K	Sell	2,146 -55	-2%	-$5.88K	0.08%	80
2026 Q1	$234K	Buy	2,201 +85	+4%	+$9.14K	0.09%	81
2025 Q4	$227K	Buy	+2,116	New	+$227K	0.08%	92
2025 Q2	–	Sell	-1,938	Closed	-$204K	–	100
2025 Q1	$204K	Buy	+1,938	New	+$206K	0.08%	85
2022 Q3	–	Sell	-1,942	Closed	-$207K	–	70
2022 Q2	$207K	Buy	+1,942	New	+$207K	0.12%	67

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stonehearth Capital Management's MUB Position: Q2 2026 in Review

Stonehearth Capital Management reduced its iShares National Muni Bond ETF (MUB) stake by 2.5% in Q2 2026, selling an estimated $5.88K and leaving 2,146 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #80.

Stonehearth Capital Management first reported a position in MUB in Q2 2022 and has held it in 5 quarters since. The position peaked at $234K in Q1 2026. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Stonehearth Capital Management held 2,146 shares of iShares National Muni Bond ETF worth $231K as of Q2 2026.
Stonehearth Capital Management sold 55 iShares National Muni Bond ETF shares in Q2 2026, an estimated $5.88K.
iShares National Muni Bond ETF made up 0.08% of Stonehearth Capital Management's portfolio in Q2 2026, its #80 holding.
Stonehearth Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 5 quarters since.
Stonehearth Capital Management's iShares National Muni Bond ETF position peaked at $234K in Q1 2026.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.