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 Q2	$3.3M	Buy	30,658 +2,141	+8%	+$229K	0.04%	372
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Apollon Wealth Management's MUB Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 7.5% in Q2 2026, buying an estimated $229K and bringing the position to 30,658 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #372.

Apollon Wealth Management first reported a position in MUB in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.1M in Q1 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Apollon Wealth Management held 30,658 shares of iShares National Muni Bond ETF worth $3.3M as of Q2 2026.
Apollon Wealth Management bought 2,141 iShares National Muni Bond ETF shares in Q2 2026, an estimated $229K.
iShares National Muni Bond ETF made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #372 holding.
Apollon Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
Apollon Wealth Management's iShares National Muni Bond ETF position peaked at $20.1M in Q1 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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