EWA
MUB icon

EP Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

EP Wealth Advisors’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 		$90M Buy
847,619
+62,666
+8% +$6.74M 0.44% 35
2025
Q4 		$84.1M Buy
+784,953
New +$84M 0.44% 37
2025
Q2 		$88.3M Sell
844,683
-104,372
-11% -$10.9M 0.58% 35
2025
Q1 		$100M Sell
949,055
-101,456
-10% -$10.8M 0.8% 29
2024
Q4 		$112M Buy
1,050,511
+110,174
+12% +$11.8M 0.91% 25
2024
Q3 		$102M Buy
940,337
+32,093
+4% +$3.46M 0.88% 26
2024
Q2 		$96.8M Sell
908,244
-43,080
-5% -$4.59M 1.03% 21
2024
Q1 		$102M Sell
951,324
-94,615
-9% -$10.2M 1.2% 18
2023
Q4 		$113M Buy
1,045,939
+767,009
+275% +$80.2M 1.45% 11
2023
Q3 		$28.6M Buy
278,930
+271,333
+3,572% +$28.6M 0.44% 60
2023
Q2 		$27.9M Sell
7,597
-3,573
-32% -$382K 0.4% 62
2023
Q1 		$674K Sell
11,170
-679,433
-98% -$72.6M 0.01% 360
2022
Q4 		$72.9M Buy
690,603
+354,781
+106% +$37M 1.31% 12
2022
Q3 		$34.4M Sell
335,822
-89,830
-21% -$9.55M 0.78% 36
2022
Q2 		$45.3M Buy
425,652
+271,986
+177% +$29M 1.02% 20
2022
Q1 		$16.8M Buy
153,666
+91,842
+149% +$10.4M 0.37% 62
2021
Q4 		$7.19M Buy
61,824
+1,494
+2% +$173K 0.17% 80
2021
Q3 		$7.01M Sell
60,330
-9,915
-14% -$1.16M 0.19% 72
2021
Q2 		$8.23M Sell
70,245
-11,029
-14% -$1.29M 0.23% 71
2021
Q1 		$9.43M Buy
81,274
+31,233
+62% +$3.64M 0.3% 64
2020
Q4 		$5.87M Buy
50,041
+8,413
+20% +$977K 0.21% 67
2020
Q3 		$4.83M Buy
+41,628
New +$4.84M 0.21% 66
2020
Q2 		– Sell
-30,076
Closed -$3.41M – 67
2020
Q1 		$3.4M Sell
30,076
-27
-0.1% -$3.08K 0.17% 90
2019
Q4 		$3.43M Buy
30,103
+2,444
+9% +$278K 0.14% 100
2019
Q3 		$3.16M Buy
27,659
+6,009
+28% +$686K 0.16% 82
2019
Q2 		$2.45M Sell
21,650
-2,153
-9% -$241K 0.15% 69
2019
Q1 		$2.65M Sell
23,803
-53,684
-69% -$5.89M 0.25% 64
2018
Q4 		$8.45M Buy
77,487
+64,109
+479% +$6.9M 0.65% 39
2018
Q3 		$1.44M Buy
+13,378
New +$1.45M 0.11% 97
2018
Q1 		– Sell
-10,170
Closed -$1.13M – 216
2017
Q4 		$1.13M Buy
+10,170
New +$1.13M 0.12% 75

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

EP Wealth Advisors's MUB Position: Q1 2026 in Review

EP Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 8% in Q1 2026, buying an estimated $6.74M and bringing the position to 847,619 shares worth $90M. The position accounts for 0.44% of the portfolio, ranked #35.

EP Wealth Advisors first reported a position in MUB in Q4 2017 and has held it in 30 quarters since. The position peaked at $113M in Q4 2023. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • EP Wealth Advisors held 847,619 shares of iShares National Muni Bond ETF worth $90M as of Q1 2026.
  • EP Wealth Advisors bought 62,666 iShares National Muni Bond ETF shares in Q1 2026, an estimated $6.74M.
  • iShares National Muni Bond ETF made up 0.44% of EP Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • EP Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 30 quarters since.
  • EP Wealth Advisors's iShares National Muni Bond ETF position peaked at $113M in Q4 2023.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.