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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
Q2 		$176K Buy
+1,635
New +$175K 0.1% 132
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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Evolution Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 1,635 shares worth $176K. The stake represents 0.1% of the portfolio and ranks #132 among its holdings. This is a return to the name: Evolution Wealth Management previously reported a position in MUB as recently as Q4 2025.

Evolution Wealth Management first reported a position in MUB in Q2 2025 and has held it in 4 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Evolution Wealth Management held 1,635 shares of iShares National Muni Bond ETF worth $176K as of Q2 2026.
  • iShares National Muni Bond ETF was a new Evolution Wealth Management position in Q2 2026.
  • iShares National Muni Bond ETF made up 0.1% of Evolution Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Evolution Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.