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 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Apollon Financial's MUB Position: Q2 2026 in Review

Apollon Financial reduced its iShares National Muni Bond ETF (MUB) stake by 4.5% in Q2 2026, selling an estimated $109K and leaving 21,566 shares worth $2.32M. The position accounts for 0.27% of the portfolio, ranked #82.

Apollon Financial first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.26M in Q4 2024. 534 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Apollon Financial held 21,566 shares of iShares National Muni Bond ETF worth $2.32M as of Q2 2026.
Apollon Financial sold 1,019 iShares National Muni Bond ETF shares in Q2 2026, an estimated $109K.
iShares National Muni Bond ETF made up 0.27% of Apollon Financial's portfolio in Q2 2026, its #82 holding.
Apollon Financial first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Apollon Financial's iShares National Muni Bond ETF position peaked at $3.26M in Q4 2024.
534 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.