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

Apollon 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 		$3.03M Buy
28,517
+450
+2% +$48.4K 0.05% 296
2025
Q4 		$3.01M Sell
28,067
-2,686
-9% -$288K 0.05% 296
2025
Q3 		$3.27M Sell
30,753
-3,571
-10% -$374K 0.06% 274
2025
Q2 		$3.59M Sell
34,324
-156,629
-82% -$16.3M 0.07% 243
2025
Q1 		$20.1M Buy
190,953
+43,250
+29% +$4.6M 0.44% 46
2024
Q4 		$15.7M Buy
147,703
+11,315
+8% +$1.22M 0.36% 54
2024
Q3 		$14.8M Sell
136,388
-1,319
-1% -$142K 0.42% 48
2024
Q2 		$14.7M Buy
137,707
+1,804
+1% +$192K 0.45% 46
2024
Q1 		$14.6M Buy
135,903
+7,752
+6% +$837K 0.46% 45
2023
Q4 		$13.9M Buy
128,151
+33,871
+36% +$3.54M 0.48% 43
2023
Q3 		$9.67M Buy
94,280
+9,318
+11% +$983K 0.49% 42
2023
Q2 		$9.07M Buy
84,962
+26,209
+45% +$2.8M 0.44% 42
2023
Q1 		$6.33M Buy
58,753
+12,525
+27% +$1.34M 0.39% 50
2022
Q4 		$4.88M Buy
46,228
+12,751
+38% +$1.33M 0.35% 58
2022
Q3 		$3.43M Buy
33,477
+5,611
+20% +$597K 0.28% 71
2022
Q2 		$2.96M Sell
27,866
-29,098
-51% -$3.11M 0.25% 84
2022
Q1 		$6.25M Buy
56,964
+10,516
+23% +$1.19M 0.44% 43
2021
Q4 		$5.4M Buy
46,448
+5,645
+14% +$655K 0.4% 51
2021
Q3 		$4.74M Buy
40,803
+1,704
+4% +$200K 0.65% 30
2021
Q2 		$4.58M Sell
39,099
-4,089
-9% -$478K 0.82% 24
2021
Q1 		$5.01M Buy
43,188
+21,957
+103% +$2.56M 0.97% 18
2020
Q4 		$2.49M Sell
21,231
-11,078
-34% -$1.29M 0.67% 34
2020
Q3 		$3.75M Buy
32,309
+751
+2% +$87.3K 1.68% 11
2020
Q2 		$3.64M Buy
31,558
+221
+0.7% +$25.1K 2.01% 8
2020
Q1 		$3.54M Buy
31,337
+994
+3% +$113K 3.63% 5
2019
Q4 		$3.48M Buy
30,343
+4,469
+17% +$509K 3.07% 6
2019
Q3 		$2.95M Buy
25,874
+8,746
+51% +$998K 3.09% 5
2019
Q2 		$1.94M Buy
17,128
+1,886
+12% +$211K 2.22% 9
2019
Q1 		$1.7M Buy
15,242
+1,467
+11% +$161K 2.23% 10
2018
Q4 		$1.51M Buy
+13,775
New +$1.48M 1.39% 17

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Apollon Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 1.6% in Q1 2026, buying an estimated $48.4K and bringing the position to 28,517 shares worth $3.03M. The position accounts for 0.05% of the portfolio, ranked #296.

Apollon Wealth Management first reported a position in MUB in Q4 2018 and has held it in 30 quarters since. The position peaked at $20.1M in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Apollon Wealth Management held 28,517 shares of iShares National Muni Bond ETF worth $3.03M as of Q1 2026.
  • Apollon Wealth Management bought 450 iShares National Muni Bond ETF shares in Q1 2026, an estimated $48.4K.
  • iShares National Muni Bond ETF made up 0.05% of Apollon Wealth Management's portfolio in Q1 2026, its #296 holding.
  • Apollon Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Apollon Wealth Management's iShares National Muni Bond ETF position peaked at $20.1M in Q1 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.