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

Evolution 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
Q1 		– Sell
-215
Closed -$23K – 865
2025
Q4 		$23K Hold
215
– – 0.02% 338
2025
Q3 		$22.9K Sell
215
-204
-49% -$21.3K 0.02% 283
2025
Q2 		$43.8K Buy
+419
New +$43.6K 0.05% 195

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

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

Evolution Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 215 shares — an estimated $23K sold.

Evolution Wealth Management first reported a position in MUB in Q2 2025 and held it in 3 quarters. The position peaked at $43.8K in Q2 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Evolution Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 215 iShares National Muni Bond ETF shares in Q1 2026, an estimated $23K.
  • Evolution Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and held it in 3 quarters.
  • Evolution Wealth Management's iShares National Muni Bond ETF position peaked at $43.8K in Q2 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.