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Evergreen Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-350
Closed -$37.3K – 173
2025
Q3 		$37.3K Sell
350
-107
-23% -$11.2K 0.02% 117
2025
Q2 		$47.8K Buy
457
+67
+17% +$6.97K 0.02% 115
2025
Q1 		$41.1K Hold
390
– – 0.02% 120
2024
Q4 		$41.6K Hold
390
– – 0.02% 122
2024
Q3 		$42.4K Hold
390
– – 0.02% 123
2024
Q2 		$41.6K Hold
390
– – 0.02% 125
2024
Q1 		$42K Sell
390
-143
-27% -$15.4K 0.02% 124
2023
Q4 		$57.8K Buy
+533
New +$55.7K 0.03% 107

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Evergreen Private Wealth's MUB Position: Q4 2025 in Review

Evergreen Private Wealth sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 350 shares — an estimated $37.3K sold.

Evergreen Private Wealth first reported a position in MUB in Q4 2023 and held it in 8 quarters. The position peaked at $57.8K in Q4 2023. 1,631 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Evergreen Private Wealth reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 350 iShares National Muni Bond ETF shares in Q4 2025, an estimated $37.3K.
  • Evergreen Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's iShares National Muni Bond ETF position peaked at $57.8K in Q4 2023.
  • 1,631 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.