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Apex Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Apex Wealth 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 		$2.83M Buy
26,290
+297
+1% +$31.8K 1.73% 19
2026
Q1 		$2.76M Buy
25,993
+19,002
+272% +$2.04M 1.89% 19
2025
Q4 		$752K Sell
6,991
-8,566
-55% -$917K 0.76% 30
2025
Q3 		$1.66M Buy
15,557
+13,460
+642% +$1.41M 1.18% 25
2025
Q2 		$219K Sell
2,097
-394
-16% -$41K 0.18% 54
2025
Q1 		$263K Sell
2,491
-10,262
-80% -$1.09M 0.24% 44
2024
Q4 		$1.36M Buy
+12,753
New +$1.37M 1.17% 27

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Apex Wealth Management's MUB Position: Q2 2026 in Review

Apex Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 1.1% in Q2 2026, buying an estimated $31.8K and bringing the position to 26,290 shares worth $2.83M. The position accounts for 1.73% of the portfolio, ranked #19.

Apex Wealth Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Apex Wealth Management held 26,290 shares of iShares National Muni Bond ETF worth $2.83M as of Q2 2026.
  • Apex Wealth Management bought 297 iShares National Muni Bond ETF shares in Q2 2026, an estimated $31.8K.
  • iShares National Muni Bond ETF made up 1.73% of Apex Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Apex Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.