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Everhart Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Everhart Financial Group’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 		$611K Sell
5,675
-5,877
-51% -$629K 0.04% 244
2026
Q1 		$1.23M Buy
11,552
+140
+1% +$15.1K 0.1% 129
2025
Q4 		$1.22M Buy
11,412
+164
+1% +$17.6K 0.11% 125
2025
Q3 		$1.2M Buy
11,248
+343
+3% +$35.9K 0.12% 115
2025
Q2 		$1.14M Sell
10,905
-3,625
-25% -$377K 0.13% 107
2025
Q1 		$1.53M Buy
14,530
+1,046
+8% +$111K 0.21% 67
2024
Q4 		$1.44M Sell
13,484
-3
-0% -$322 0.3% 60
2024
Q3 		$1.47M Buy
13,487
+2,905
+27% +$313K 0.32% 55
2024
Q2 		$1.13M Buy
10,582
+939
+10% +$100K 0.29% 66
2024
Q1 		$1.04M Buy
9,643
+886
+10% +$95.6K 0.3% 67
2023
Q4 		$949K Sell
8,757
-7,794
-47% -$814K 0.34% 62
2023
Q3 		$1.7M Buy
16,551
+216
+1% +$22.8K 0.72% 30
2023
Q2 		$1.74M Sell
16,335
-798
-5% -$85.3K 0.72% 31
2023
Q1 		$1.85M Buy
17,133
+482
+3% +$51.5K 0.83% 27
2022
Q4 		$1.76M Sell
16,651
-8,029
-33% -$837K 0.88% 26
2022
Q3 		$2.53M Sell
24,680
-1,971
-7% -$210K 1.4% 16
2022
Q2 		$2.83M Buy
26,651
+14,266
+115% +$1.52M 1.72% 13
2022
Q1 		$1.36M Sell
12,385
-18,813
-60% -$2.12M 0.78% 30
2021
Q4 		$3.63M Buy
31,198
+4,197
+16% +$487K 2.19% 11
2021
Q3 		$3.14M Sell
27,001
-5,955
-18% -$698K 2.15% 13
2021
Q2 		$3.86M Buy
32,956
+11,438
+53% +$1.34M 2.66% 8
2021
Q1 		$2.5M Buy
21,518
+1,544
+8% +$180K 2.19% 12
2020
Q4 		$2.34M Buy
+19,974
New +$2.32M 2.16% 14

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

Everhart Financial Group's MUB Position: Q2 2026 in Review

Everhart Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 51% in Q2 2026, selling an estimated $629K and leaving 5,675 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #244.

Everhart Financial Group first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.86M in Q2 2021. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Everhart Financial Group held 5,675 shares of iShares National Muni Bond ETF worth $611K as of Q2 2026.
  • Everhart Financial Group sold 5,877 iShares National Muni Bond ETF shares in Q2 2026, an estimated $629K.
  • iShares National Muni Bond ETF made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #244 holding.
  • Everhart Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's iShares National Muni Bond ETF position peaked at $3.86M in Q2 2021.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.