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Everest Management Corp’s iShares National Muni Bond ETF MUB Stock Holding History

Everest Management Corp’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 		– Sell
-6,015
Closed -$644K – 73
2025
Q4 		$644K Hold
6,015
– – 0.36% 36
2025
Q3 		$641K Sell
6,015
-3,230
-35% -$338K 0.41% 35
2025
Q2 		$966K Buy
+9,245
New +$961K 0.69% 27

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

Everest Management Corp's MUB Position: Q1 2026 in Review

Everest Management Corp sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 6,015 shares — an estimated $644K sold.

Everest Management Corp first reported a position in MUB in Q2 2025 and held it in 3 quarters. The position peaked at $966K in Q2 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Everest Management Corp reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Everest Management Corp sold 6,015 iShares National Muni Bond ETF shares in Q1 2026, an estimated $644K.
  • Everest Management Corp first reported a position in iShares National Muni Bond ETF in Q2 2025 and held it in 3 quarters.
  • Everest Management Corp's iShares National Muni Bond ETF position peaked at $966K in Q2 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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