Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 847,619 shares of MUB (ISHARES TR), worth $90M as of 2026-Q1. The position was increased (+8.0% shares). MUB represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$90M
Current Shares
847,619
Total Value Change
-$6.8M
Total Shares Change
-60,625
Other major holders of MUB: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 847,619 |
+8.0% |
| $90M |
| 0.4% |
| $107.76 |
39 |
| 2025-Q4 | Decreased | 784,953 | -7.1% | $84.1M | 0.4% | $106.82 | 0 |
| 2025-Q2 | Decreased | 844,683 | -11.0% | $88.3M | 0.6% | $102.13 | 0 |
| 2025-Q1 | Decreased | 949,055 | -9.7% | $100.1M | 0.8% | $102.16 | 0 |
| 2024-Q4 | Increased | 1.1M | +11.7% | $111.9M | 0.9% | $102.97 | 47 |
| 2024-Q3 | Increased | 940,337 | +3.5% | $102.1M | 0.9% | $103.97 | 44 |
| 2024-Q2 | Decreased | 908,244 | -4.5% | $96.8M | 1.0% | $101.16 | 0 |