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EverSource Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

EverSource Wealth Advisors’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 		$469K Buy
4,416
+487
+12% +$52.4K 0.01% 631
2025
Q4 		$421K Sell
3,929
-3,572
-48% -$382K 0.02% 602
2025
Q3 		$799K Sell
7,501
-510
-6% -$53.4K 0.03% 366
2025
Q2 		$837K Sell
8,011
-5,052
-39% -$525K 0.04% 320
2025
Q1 		$1.38M Sell
13,063
-6,739
-34% -$717K 0.08% 197
2024
Q4 		$2.11M Sell
19,802
-802
-4% -$86.2K 0.12% 141
2024
Q3 		$2.24M Buy
20,604
+187
+0.9% +$20.2K 0.14% 130
2024
Q2 		$2.2M Buy
20,417
+3,778
+23% +$402K 0.15% 125
2024
Q1 		$1.77M Buy
16,639
+9,446
+131% +$1.02M 0.14% 130
2023
Q4 		$780K Buy
7,193
+435
+6% +$45.5K 0.07% 190
2023
Q3 		$693K Buy
6,758
+822
+14% +$86.7K 0.07% 191
2023
Q2 		$634K Buy
5,936
+475
+9% +$50.8K 0.07% 206
2023
Q1 		$588K Sell
5,461
-934
-15% -$99.8K 0.07% 197
2022
Q4 		$675K Buy
6,395
+4,844
+312% +$505K 0.1% 162
2022
Q3 		$159K Sell
1,551
-300
-16% -$31.9K 0.04% 330
2022
Q2 		$196K Sell
1,851
-3,645
-66% -$389K 0.05% 260
2022
Q1 		$603K Sell
5,496
-457
-8% -$51.6K 0.15% 130
2021
Q4 		$692K Buy
+5,953
New +$691K 0.19% 90

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

EverSource Wealth Advisors's MUB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q1 2026, buying an estimated $52.4K and bringing the position to 4,416 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #631.

EverSource Wealth Advisors first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.24M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • EverSource Wealth Advisors held 4,416 shares of iShares National Muni Bond ETF worth $469K as of Q1 2026.
  • EverSource Wealth Advisors bought 487 iShares National Muni Bond ETF shares in Q1 2026, an estimated $52.4K.
  • iShares National Muni Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #631 holding.
  • EverSource Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.24M in Q3 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.