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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apex Wealth Management's MUB Position: Q1 2026 in Review

Apex Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 272% in Q1 2026, buying an estimated $2.04M and bringing the position to 25,993 shares worth $2.76M. The position accounts for 1.89% of the portfolio, ranked #19.

Apex Wealth Management first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Apex Wealth Management held 25,993 shares of iShares National Muni Bond ETF worth $2.76M as of Q1 2026.
Apex Wealth Management bought 19,002 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.04M.
iShares National Muni Bond ETF made up 1.89% of Apex Wealth Management's portfolio in Q1 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 6 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.