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Apeiron RIA’s iShares National Muni Bond ETF MUB Stock Holding History

Apeiron RIA’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 		$5.55M Sell
51,545
-53,076
-51% -$5.68M 1.42% 22
2026
Q1 		$11.1M Buy
104,621
+1,660
+2% +$178K 2.57% 9
2025
Q4 		$11.1M Sell
102,961
-1,576
-2% -$169K 2.24% 10
2025
Q3 		$11.1M Sell
104,537
-7,980
-7% -$835K 2.51% 10
2025
Q2 		$11.8M Sell
112,517
-1,087
-1% -$113K 3.03% 6
2025
Q1 		$12M Buy
113,604
+6,062
+6% +$645K 3.62% 4
2024
Q4 		$11.5M Buy
107,542
+3,819
+4% +$410K 3.21% 9
2024
Q3 		$11.3M Buy
103,723
+4,822
+5% +$520K 3.23% 7
2024
Q2 		$10.5M Buy
98,901
+6,790
+7% +$723K 3.23% 6
2024
Q1 		$9.91M Buy
92,111
+10,438
+13% +$1.13M 2.87% 7
2023
Q4 		$8.85M Sell
81,673
-11,651
-12% -$1.22M 2.76% 9
2023
Q3 		$9.57M Buy
93,324
+3,678
+4% +$388K 3.26% 5
2023
Q2 		$9.57M Buy
89,646
+3,132
+4% +$335K 3.28% 6
2023
Q1 		$9.34M Buy
86,514
+22,986
+36% +$2.46M 3.21% 6
2022
Q4 		$6.7M Buy
63,528
+48,655
+327% +$5.07M 2.56% 11
2022
Q3 		$1.54M Sell
14,873
-2,773
-16% -$295K 0.71% 31
2022
Q2 		$2.19K Buy
17,646
+2,111
+14% +$225K 0.61% 15
2022
Q1 		$1.69M Sell
15,535
-1,258
-7% -$142K 0.81% 30
2021
Q4 		$1.95M Buy
+16,793
New +$1.95M 0.8% 30

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
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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apeiron RIA's MUB Position: Q2 2026 in Review

Apeiron RIA reduced its iShares National Muni Bond ETF (MUB) stake by 51% in Q2 2026, selling an estimated $5.68M and leaving 51,545 shares worth $5.55M. The position accounts for 1.42% of the portfolio, ranked #22.

Apeiron RIA first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $12M in Q1 2025. 364 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Apeiron RIA held 51,545 shares of iShares National Muni Bond ETF worth $5.55M as of Q2 2026.
  • Apeiron RIA sold 53,076 iShares National Muni Bond ETF shares in Q2 2026, an estimated $5.68M.
  • iShares National Muni Bond ETF made up 1.42% of Apeiron RIA's portfolio in Q2 2026, its #22 holding.
  • Apeiron RIA first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Apeiron RIA's iShares National Muni Bond ETF position peaked at $12M in Q1 2025.
  • 364 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.