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MUB
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
847,619
+8.0%
$90M0.4%$107.76
39
2025-Q4
Decreased
784,953
-7.1%
$84.1M0.4%$106.82
0
2025-Q2
Decreased
844,683
-11.0%
$88.3M0.6%$102.13
0
2025-Q1
Decreased
949,055
-9.7%
$100.1M0.8%$102.16
0
2024-Q4
Increased
1.1M
+11.7%
$111.9M0.9%$102.97
47
2024-Q3
Increased
940,337
+3.5%
$102.1M0.9%$103.97
44
2024-Q2
Decreased
908,244
-4.5%
$96.8M1.0%$101.16
0

Other major holders of MUB: BANK OF AMERICA CORP /DE/

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