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Apexium Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Apexium Financial’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
2025
Q3 		$1.26M Sell
11,826
-84
-0.7% -$8.79K 0.06% 114
2025
Q2 		$1.24M Buy
11,910
+984
+9% +$102K 0.07% 111
2025
Q1 		$1.15M Sell
10,926
-362
-3% -$38.5K 0.07% 112
2024
Q4 		$1.2M Buy
11,288
+195
+2% +$20.9K 0.07% 96
2024
Q3 		$1.21M Buy
11,093
+2
+0% +$216 0.08% 85
2024
Q2 		$1.18M Buy
11,091
+1,266
+13% +$135K 0.08% 83
2024
Q1 		$1.06M Hold
9,825
– – 0.08% 90
2023
Q4 		$1.07M Sell
9,825
-12,631
-56% -$1.32M 0.08% 110
2023
Q3 		$2.3M Sell
22,456
-7,669
-25% -$809K 0.23% 52
2023
Q2 		$3.22M Buy
30,125
+8
+0% +$855 0.28% 44
2023
Q1 		$3.24M Sell
30,117
-7,765
-20% -$830K 0.32% 41
2022
Q4 		$4M Sell
37,882
-779
-2% -$81.2K 0.41% 30
2022
Q3 		$3.97M Buy
38,661
+22,942
+146% +$2.44M 0.49% 27
2022
Q2 		$1.67M Buy
+15,719
New +$1.68M 0.96% 22

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apexium Financial's MUB Position: Q3 2025 in Review

Apexium Financial reduced its iShares National Muni Bond ETF (MUB) stake by 0.71% in Q3 2025, selling an estimated $8.79K and leaving 11,826 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #114.

Apexium Financial first reported a position in MUB in Q2 2022 and has held it in 14 quarters since. The position peaked at $4M in Q4 2022. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Apexium Financial held 11,826 shares of iShares National Muni Bond ETF worth $1.26M as of Q3 2025.
  • Apexium Financial sold 84 iShares National Muni Bond ETF shares in Q3 2025, an estimated $8.79K.
  • iShares National Muni Bond ETF made up 0.06% of Apexium Financial's portfolio in Q3 2025, its #114 holding.
  • Apexium Financial first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Apexium Financial's iShares National Muni Bond ETF position peaked at $4M in Q4 2022.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.