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

Apollon 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
2026 Q3	$2.11M	Sell	20,910 -656	-3%	-$68.9K	0.24%	91
2026 Q2	$2.32M	Sell	21,566 -1,019	-5%	-$109K	0.27%	82
2026 Q1	$2.4M	Sell	22,585 -102	-0.4%	-$11K	0.33%	73
2025 Q4	$2.43M	Buy	22,687 +2,251	+11%	+$241K	0.35%	68
2025 Q3	$2.18M	Sell	20,436 -730	-3%	-$76.4K	0.36%	66
2025 Q2	$2.21M	Sell	21,166 -8,892	-30%	-$924K	0.46%	55
2025 Q1	$3.17M	Sell	30,058 -521	-2%	-$55.4K	0.75%	35
2024 Q4	$3.26M	Buy	30,579 +18,391	+151%	+$1.98M	0.81%	28
2024 Q3	$1.32M	Buy	12,188 +61	+0.5%	+$6.57K	0.39%	54
2024 Q2	$1.29M	Buy	12,127 +7	+0.1%	+$746	0.42%	50
2024 Q1	$1.3M	Buy	12,120 +8,049	+198%	+$869K	0.45%	48
2023 Q4	$441K	Buy	+4,071	New	+$425K	0.17%	89

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Apollon Financial's MUB Position: Q3 2026 in Review

Apollon Financial reduced its iShares National Muni Bond ETF (MUB) stake by 3% in Q3 2026, selling an estimated $68.9K and leaving 20,910 shares worth $2.11M. The position accounts for 0.24% of the portfolio, ranked #91.

Apollon Financial first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.26M in Q4 2024. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Apollon Financial held 20,910 shares of iShares National Muni Bond ETF worth $2.11M as of Q3 2026.
Apollon Financial sold 656 iShares National Muni Bond ETF shares in Q3 2026, an estimated $68.9K.
iShares National Muni Bond ETF made up 0.24% of Apollon Financial's portfolio in Q3 2026, its #91 holding.
Apollon Financial first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
Apollon Financial's iShares National Muni Bond ETF position peaked at $3.26M in Q4 2024.
1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Apollon Financial's 13F filing for Q3 2026, filed 23 Oct 2026.