Evelyn Partners Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Evelyn Partners Asset 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	$222K	Buy	+2,090	New	+$225K	0.05%	102

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evelyn Partners Asset Management's MUB Position: Q1 2026 in Review

Evelyn Partners Asset Management opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 2,090 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #102 among its holdings.

1,630 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Evelyn Partners Asset Management held 2,090 shares of iShares National Muni Bond ETF worth $222K as of Q1 2026.
iShares National Muni Bond ETF was a new Evelyn Partners Asset Management position in Q1 2026.
iShares National Muni Bond ETF made up 0.05% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #102 holding.
1,630 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.