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

EPG 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	$456K	Hold	4,300	–	–	0.12%	146
2025 Q4	$461K	Hold	4,300	–	–	0.12%	146
2025 Q3	$458K	Hold	4,300	–	–	0.13%	147
2025 Q2	$449K	Hold	4,300	–	–	0.13%	146
2025 Q1	$453K	Sell	4,300 -319	-7%	-$33.9K	0.13%	171
2024 Q4	$492K	Buy	4,619 +3	+0.1%	+$322	0.13%	163
2024 Q3	$501K	Buy	+4,616	New	+$497K	0.13%	167
2024 Q2	–	Sell	-5,612	Closed	-$598K	–	151
2024 Q1	$604K	Buy	5,612 +1	+0%	+$108	0.15%	155
2023 Q4	$603K	Buy	5,611 +4	+0.1%	+$418	0.16%	149
2023 Q3	$575K	Buy	5,607 +3,426	+157%	+$361K	0.17%	138
2023 Q2	$233K	Buy	2,181 +2	+0.1%	+$214	0.07%	216
2023 Q1	$235K	Buy	2,179 +1,877	+622%	+$201K	0.07%	210
2022 Q4	$31.8K	Buy	+302	New	+$31.5K	0.01%	282
2020 Q2	–	Sell	-54	Closed	-$6K	–	543
2020 Q1	$6K	Buy	+54	New	+$6.16K	﹤0.01%	566

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EPG Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 4,300 shares worth $456K. The position accounts for 0.12% of the portfolio, ranked #146.

EPG Wealth Management first reported a position in MUB in Q1 2020 and has held it in 14 quarters since. The position peaked at $604K in Q1 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

EPG Wealth Management held 4,300 shares of iShares National Muni Bond ETF worth $456K as of Q1 2026.
EPG Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.12% of EPG Wealth Management's portfolio in Q1 2026, its #146 holding.
EPG Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 14 quarters since.
EPG Wealth Management's iShares National Muni Bond ETF position peaked at $604K in Q1 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.