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

Evolution 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	$548K	Buy	5,164 +267	+5%	+$28.7K	0.06%	108
2025 Q4	$525K	Hold	4,897	–	–	0.05%	102
2025 Q3	$521K	Sell	4,897 -246	-5%	-$25.7K	0.07%	101
2025 Q2	$537K	Hold	5,143	–	–	0.08%	99
2025 Q1	$542K	Sell	5,143 -290	-5%	-$30.8K	0.09%	86
2024 Q4	$579K	Buy	5,433 +486	+10%	+$52.2K	0.1%	80
2024 Q3	$537K	Hold	4,947	–	–	0.1%	82
2024 Q2	$527K	Hold	4,947	–	–	0.1%	78
2024 Q1	$532K	Hold	4,947	–	–	0.1%	76
2023 Q4	$536K	Hold	4,947	–	–	0.11%	76
2023 Q3	$507K	Hold	4,947	–	–	0.11%	74
2023 Q2	$528K	Hold	4,947	–	–	0.12%	70
2023 Q1	$533K	Buy	+4,947	New	+$529K	0.13%	65

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evolution Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 5.5% in Q1 2026, buying an estimated $28.7K and bringing the position to 5,164 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #108.

Evolution Wealth Advisors first reported a position in MUB in Q1 2023 and has held it in 13 quarters since. The position peaked at $579K in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Evolution Wealth Advisors held 5,164 shares of iShares National Muni Bond ETF worth $548K as of Q1 2026.
Evolution Wealth Advisors bought 267 iShares National Muni Bond ETF shares in Q1 2026, an estimated $28.7K.
iShares National Muni Bond ETF made up 0.06% of Evolution Wealth Advisors's portfolio in Q1 2026, its #108 holding.
Evolution Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
Evolution Wealth Advisors's iShares National Muni Bond ETF position peaked at $579K in Q4 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.