EPIQ Partners’s iShares National Muni Bond ETF MUB Stock Holding History

EPIQ Partners’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	$781K	Buy	7,255 +1,660	+30%	+$178K	0.33%	49
2026 Q1	$594K	Buy	5,595 +2,255	+68%	+$242K	0.28%	52
2025 Q4	$358K	Buy	3,340 +1,340	+67%	+$143K	0.17%	58
2025 Q3	$213K	Buy	+2,000	New	+$209K	0.1%	73

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

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

EPIQ Partners's MUB Position: Q2 2026 in Review

EPIQ Partners increased its iShares National Muni Bond ETF (MUB) stake by 30% in Q2 2026, buying an estimated $178K and bringing the position to 7,255 shares worth $781K. The position accounts for 0.33% of the portfolio, ranked #49.

EPIQ Partners first reported a position in MUB in Q3 2025 and has held it in 4 quarters since. 371 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

EPIQ Partners held 7,255 shares of iShares National Muni Bond ETF worth $781K as of Q2 2026.
EPIQ Partners bought 1,660 iShares National Muni Bond ETF shares in Q2 2026, an estimated $178K.
iShares National Muni Bond ETF made up 0.33% of EPIQ Partners's portfolio in Q2 2026, its #49 holding.
EPIQ Partners first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
371 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.