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

Evergreen Wealth Solutions’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 		$1.13M Buy
10,678
+6,401
+150% +$685K 0.06% 188
2026
Q1 		$454K Buy
+4,277
New +$460K 0.03% 264
2025
Q1 		– Sell
-8,316
Closed -$886K – 115
2024
Q4 		$886K Sell
8,316
-4,062
-33% -$436K 0.62% 32
2024
Q3 		$1.34M Sell
12,378
-3,372
-21% -$363K 0.91% 15
2024
Q2 		$1.68M Sell
15,750
-1,406
-8% -$150K 1.19% 13
2024
Q1 		$1.85M Buy
17,156
+185
+1% +$20K 1.37% 9
2023
Q4 		$1.84M Sell
16,971
-175
-1% -$18.3K 1.57% 11
2023
Q3 		$1.76M Sell
17,146
-258
-1% -$27.2K 1.77% 11
2023
Q2 		$1.86M Buy
17,404
+5,585
+47% +$597K 1.87% 9
2023
Q1 		$1.27M Buy
11,819
+1,762
+18% +$188K 1.47% 22
2022
Q4 		$1.06M Buy
10,057
+450
+5% +$46.9K 1.4% 24
2022
Q3 		$985K Sell
9,607
-3,680
-28% -$391K 1.4% 26
2022
Q2 		$1.41M Sell
13,287
-7,349
-36% -$784K 1.73% 13
2022
Q1 		$2.26M Buy
20,636
+3,657
+22% +$413K 2.19% 8
2021
Q4 		$1.97M Buy
+16,979
New +$1.97M 1.79% 9

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Evergreen Wealth Solutions's MUB Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares National Muni Bond ETF (MUB) stake by 150% in Q2 2026, buying an estimated $685K and bringing the position to 10,678 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #188.

Evergreen Wealth Solutions first reported a position in MUB in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.26M in Q1 2022. 1,639 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Evergreen Wealth Solutions held 10,678 shares of iShares National Muni Bond ETF worth $1.13M as of Q2 2026.
  • Evergreen Wealth Solutions bought 6,401 iShares National Muni Bond ETF shares in Q2 2026, an estimated $685K.
  • iShares National Muni Bond ETF made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #188 holding.
  • Evergreen Wealth Solutions first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Evergreen Wealth Solutions's iShares National Muni Bond ETF position peaked at $2.26M in Q1 2022.
  • 1,639 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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