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

Evercore 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 Q2	$317K	Buy	2,941 +111	+4%	+$11.9K	﹤0.01%	331
2026 Q1	$300K	Hold	2,830	–	–	﹤0.01%	332
2025 Q4	$303K	Buy	2,830 +767	+37%	+$82.1K	﹤0.01%	339
2025 Q3	$220K	Sell	2,063 -2,234	-52%	-$234K	﹤0.01%	386
2025 Q2	$449K	Hold	4,297	–	–	0.01%	296
2025 Q1	$453K	Sell	4,297 -37	-0.9%	-$3.94K	0.01%	282
2024 Q4	$462K	Sell	4,334 -368	-8%	-$39.5K	0.01%	287
2024 Q3	$511K	Hold	4,702	–	–	0.01%	276
2024 Q2	$501K	Hold	4,702	–	–	0.01%	276
2024 Q1	$506K	Hold	4,702	–	–	0.01%	282
2023 Q4	$510K	Buy	+4,702	New	+$491K	0.01%	280
2019 Q4	–	Sell	-2,242	Closed	-$256K	–	406
2019 Q3	$256K	Buy	+2,242	New	+$256K	0.01%	358
2019 Q2	–	Sell	-1,843	Closed	-$205K	–	419
2019 Q1	$205K	Buy	+1,843	New	+$202K	0.01%	397
2018 Q1	–	Sell	-262	Closed	-$29K	–	638
2017 Q4	$29K	Hold	262	–	–	﹤0.01%	659
2017 Q3	$29K	Hold	262	–	–	﹤0.01%	643
2017 Q2	$29K	Hold	262	–	–	﹤0.01%	653
2017 Q1	$29K	Hold	262	–	–	﹤0.01%	695
2016 Q4	$29K	Hold	262	–	–	﹤0.01%	699
2016 Q3	$30K	Hold	262	–	–	﹤0.01%	706
2016 Q2	$30K	Hold	262	–	–	﹤0.01%	686
2016 Q1	$29K	Hold	262	–	–	﹤0.01%	668
2015 Q4	$29K	Buy	262 +35	+15%	+$3.84K	﹤0.01%	697
2015 Q3	$25K	Hold	227	–	–	﹤0.01%	696
2015 Q2	$25K	Hold	227	–	–	﹤0.01%	751
2015 Q1	$25K	Buy	+227	New	+$25.1K	﹤0.01%	747
2014 Q4	–	Sell	-227	Closed	-$25K	–	944
2014 Q3	$25K	Sell	227 -2,400	-91%	-$262K	﹤0.01%	705
2014 Q2	$285K	Buy	2,627 +2,400	+1,057%	+$260K	0.01%	345
2014 Q1	$24K	Hold	227	–	–	﹤0.01%	717
2013 Q4	$24K	Hold	227	–	–	﹤0.01%	657
2013 Q3	$24K	Sell	227 -2,273	-91%	-$235K	﹤0.01%	659
2013 Q2	$263K	Buy	+2,500	New	+$274K	0.01%	366

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Evercore Wealth Management's MUB Position: Q2 2026 in Review

Evercore Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 3.9% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,941 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Evercore Wealth Management first reported a position in MUB in Q2 2013 and has held it in 31 quarters since. The position peaked at $511K in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Evercore Wealth Management held 2,941 shares of iShares National Muni Bond ETF worth $317K as of Q2 2026.
Evercore Wealth Management bought 111 iShares National Muni Bond ETF shares in Q2 2026, an estimated $11.9K.
iShares National Muni Bond ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #331 holding.
Evercore Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 31 quarters since.
Evercore Wealth Management's iShares National Muni Bond ETF position peaked at $511K in Q3 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.