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

Evermay 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	–	Sell	-14	Closed	-$1.49K	–	678
2026 Q1	$1.49K	Buy	+14	New	+$1.5K	﹤0.01%	554
2022 Q4	–	Sell	-1,967	Closed	-$202K	–	582
2022 Q3	$202K	Sell	1,967 -116	-6%	-$12.3K	0.04%	160
2022 Q2	$222K	Sell	2,083 -6,721	-76%	-$717K	0.04%	151
2022 Q1	$965K	Buy	8,804 +8,677	+6,832%	+$979K	0.16%	65
2021 Q4	$15K	Buy	+127	New	+$14.7K	﹤0.01%	376

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

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

Evermay Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 14 shares — an estimated $1.49K sold.

Evermay Wealth Management first reported a position in MUB in Q4 2021 and held it in 5 quarters. The position peaked at $965K in Q1 2022. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Evermay Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Evermay Wealth Management sold 14 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.49K.
Evermay Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 5 quarters.
Evermay Wealth Management's iShares National Muni Bond ETF position peaked at $965K in Q1 2022.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.