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Evensky & Katz’s iShares National Muni Bond ETF MUB Stock Holding History

Evensky & Katz’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 		$528K Buy
4,972
+1,455
+41% +$156K 0.03% 58
2025
Q4 		$377K Buy
3,517
+1,239
+54% +$133K 0.02% 60
2025
Q3 		$243K Buy
2,278
+18
+0.8% +$1.88K 0.01% 62
2025
Q2 		$236K Sell
2,260
-605
-21% -$62.9K 0.01% 62
2025
Q1 		$302K Buy
2,865
+15
+0.5% +$1.59K 0.02% 65
2024
Q4 		$304K Buy
2,850
+247
+9% +$26.5K 0.02% 64
2024
Q3 		$283K Sell
2,603
-133
-5% -$14.3K 0.02% 67
2024
Q2 		$292K Sell
2,736
-653
-19% -$69.5K 0.02% 66
2024
Q1 		$365K Sell
3,389
-905
-21% -$97.7K 0.03% 65
2023
Q4 		$466K Buy
4,294
+341
+9% +$35.6K 0.04% 63
2023
Q3 		$405K Sell
3,953
-306
-7% -$32.3K 0.03% 60
2023
Q2 		$455K Sell
4,259
-68
-2% -$7.27K 0.03% 59
2023
Q1 		$466K Buy
+4,327
New +$462K 0.04% 58
2022
Q2 		– Sell
-255
Closed -$28K – 80
2022
Q1 		$28K Sell
255
-211
-45% -$23.8K ﹤0.01% 73
2021
Q4 		$54K Buy
466
+1
+0.2% +$116 0.01% 69
2021
Q3 		$54K Sell
465
-135
-23% -$15.8K 0.01% 66
2021
Q2 		$70K Buy
600
+1
+0.2% +$117 0.01% 64
2021
Q1 		$69K Sell
599
-366
-38% -$42.7K 0.01% 62
2020
Q4 		$113K Buy
965
+107
+12% +$12.4K 0.01% 56
2020
Q3 		$99K Buy
858
+216
+34% +$25.1K 0.01% 62
2020
Q2 		$74K Sell
642
-73
-10% -$8.29K 0.01% 68
2020
Q1 		$81K Buy
715
+221
+45% +$25.2K 0.01% 78
2019
Q4 		$56K Buy
494
+14
+3% +$1.59K 0.01% 83
2019
Q3 		$55K Buy
480
+75
+19% +$8.56K 0.01% 93
2019
Q2 		$46K Buy
405
+51
+14% +$5.71K 0.01% 93
2019
Q1 		$39K Buy
+354
New +$38.8K 0.01% 97

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

Evensky & Katz's MUB Position: Q1 2026 in Review

Evensky & Katz increased its iShares National Muni Bond ETF (MUB) stake by 41% in Q1 2026, buying an estimated $156K and bringing the position to 4,972 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #58.

Evensky & Katz first reported a position in MUB in Q1 2019 and has held it in 26 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Evensky & Katz held 4,972 shares of iShares National Muni Bond ETF worth $528K as of Q1 2026.
  • Evensky & Katz bought 1,455 iShares National Muni Bond ETF shares in Q1 2026, an estimated $156K.
  • iShares National Muni Bond ETF made up 0.03% of Evensky & Katz's portfolio in Q1 2026, its #58 holding.
  • Evensky & Katz first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 26 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.