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

Evoke 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
2026
Q1 		$394K Sell
3,715
-750
-17% -$80.6K 0.01% 468
2025
Q4 		$478K Hold
4,465
– – 0.01% 403
2025
Q3 		$475K Buy
4,465
+2,000
+81% +$209K 0.01% 369
2025
Q2 		$258K Sell
2,465
-241
-9% -$25.1K 0.01% 496
2025
Q1 		$285K Sell
2,706
-150
-5% -$16K 0.01% 365
2024
Q4 		$304K Buy
2,856
+356
+14% +$38.2K 0.01% 337
2024
Q3 		$272K Buy
2,500
+500
+25% +$53.9K 0.01% 352
2024
Q2 		$213K Sell
2,000
-1,000
-33% -$107K 0.25% 80
2024
Q1 		$323K Buy
+3,000
New +$324K 0.01% 314
2023
Q4 		– Sell
-3,255
Closed -$334K – 258
2023
Q3 		$334K Sell
3,255
-358
-10% -$37.8K 0.01% 281
2023
Q2 		$386K Sell
3,613
-200
-5% -$21.4K 0.01% 250
2023
Q1 		$411K Hold
3,813
– – 0.02% 236
2022
Q4 		$402K Buy
3,813
+3,658
+2,360% +$381K 0.01% 242
2022
Q3 		$16K Sell
155
-1,096
-88% -$117K ﹤0.01% 677
2022
Q2 		$133K Buy
1,251
+1,096
+707% +$117K ﹤0.01% 377
2022
Q1 		$17K Sell
155
-198
-56% -$22.3K ﹤0.01% 685
2021
Q4 		$41K Hold
353
– – ﹤0.01% 559
2021
Q3 		$41K Hold
353
– – ﹤0.01% 534
2021
Q2 		$41K Buy
353
+198
+128% +$23.1K ﹤0.01% 549
2021
Q1 		$18K Hold
155
– – ﹤0.01% 606
2020
Q4 		$18K Hold
155
– – ﹤0.01% 511
2020
Q3 		$18K Hold
155
– – ﹤0.01% 492
2020
Q2 		$18K Hold
155
– – ﹤0.01% 484
2020
Q1 		$17.5K Buy
+155
New +$17.7K ﹤0.01% 454
2019
Q4 		– Sell
-155
Closed -$17.7K – 1387
2019
Q3 		$17.7K Buy
+155
New +$17.7K ﹤0.01% 693

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

Evoke Wealth's MUB Position: Q1 2026 in Review

Evoke Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 17% in Q1 2026, selling an estimated $80.6K and leaving 3,715 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #468.

Evoke Wealth first reported a position in MUB in Q3 2019 and has held it in 25 quarters since. The position peaked at $478K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Evoke Wealth held 3,715 shares of iShares National Muni Bond ETF worth $394K as of Q1 2026.
  • Evoke Wealth sold 750 iShares National Muni Bond ETF shares in Q1 2026, an estimated $80.6K.
  • iShares National Muni Bond ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #468 holding.
  • Evoke Wealth first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's iShares National Muni Bond ETF position peaked at $478K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.