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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
Q3 		$10.5M Buy
103,916
+52,371
+102% +$5.5M 2.39% 10
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 		$9.9M 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 		$9.6M Buy
93,324
+3,678
+4% +$388K 3.26% 5
2023
Q2 		$9.6M 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 		$2.19M 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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Apeiron RIA's MUB Position: Q3 2026 in Review

Apeiron RIA increased its iShares National Muni Bond ETF (MUB) stake by 102% in Q3 2026, buying an estimated $5.5M and bringing the position to 103,916 shares worth $10.5M. The position accounts for 2.39% of the portfolio, ranked #10.

Apeiron RIA first reported a position in MUB in Q4 2021 and has held it in 20 quarters since. The position peaked at $12M in Q1 2025. 406 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Apeiron RIA held 103,916 shares of iShares National Muni Bond ETF worth $10.5M as of Q3 2026.
  • Apeiron RIA bought 52,371 iShares National Muni Bond ETF shares in Q3 2026, an estimated $5.5M.
  • iShares National Muni Bond ETF made up 2.39% of Apeiron RIA's portfolio in Q3 2026, its #10 holding.
  • Apeiron RIA first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Apeiron RIA's iShares National Muni Bond ETF position peaked at $12M in Q1 2025.
  • 406 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.