How many shares of MUB does EP Wealth Advisors, LLC own?

As of 2026-Q2, EP Wealth Advisors, LLC holds 854,384 shares of MUB (ISHARES NATIONAL MUNI BOND E).

What is EP Wealth Advisors, LLC's MUB position worth?

As of 2026-Q2, EP Wealth Advisors, LLC's MUB position is worth $91.9M.

In 2026-Q2, EP Wealth Advisors, LLC increased their MUB position (+0.8% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in MUB in 2018-Q4. They have held the position across 30 quarters.

Position history for EP Wealth Advisors, LLC's holdings in ISHARES NATIONAL MUNI BOND E

Current Value

$91.9M

Current Shares

854,384

Total Value Change

+$83.5M

Total Shares Change

+776,897

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	854,384	+0.8%	$91.9M	0.4%	$107.04	36
2026-Q1	Increased	847,619	+8.0%	$90M	0.4%	$104.74	39
2025-Q4	Decreased	784,953	-7.1%	$84.1M	0.4%	$105.13	0
2025-Q2	Decreased	844,683	-11.0%	$88.3M	0.6%	$100.65	0
2025-Q1	Decreased	949,055	-9.7%	$100.1M	0.8%	$100.77	0
2024-Q4	Increased	1.1M	+11.7%	$111.9M	0.9%	$101.30	47
2024-Q3	Increased	940,337	+3.5%	$102.1M	0.9%	$102.24	44
2024-Q2	Decreased	908,244	-4.5%	$96.8M	1.0%	$99.55	0
2024-Q1	Decreased	951,324	-9.1%	$102.4M	1.2%	$99.78	0
2023-Q4	Increased	1M	+275.0%	$113.4M	1.4%	$100.04	76
2023-Q3	Increased	278,930	+3571.6%	$28.6M	0.4%	$93.72	55
2023-Q2	Decreased	7,597	-32.0%	$27.9M	0.4%	$96.90	0
2023-Q1	Decreased	11,170	-98.4%	$673,969	0.0%	$97.19	0
2022-Q4	Increased	690,603	+105.7%	$72.9M	1.3%	$94.77	75
2022-Q3	Decreased	335,822	-21.1%	$34.4M	0.8%	$91.40	0
2022-Q2	Increased	425,652	+177.0%	$45.3M	1.0%	$94.26	74
2022-Q1	Increased	153,666	+148.6%	$16.8M	0.4%	$96.72	54
2021-Q4	Increased	61,824	+2.5%	$7.2M	0.2%	$102.28	33
2021-Q3	Decreased	60,330	-14.1%	$7M	0.2%	$101.60	0
2021-Q2	Decreased	70,245	-13.6%	$8.2M	0.2%	$102.05	0
2021-Q1	Increased	81,274	+62.4%	$9.4M	0.3%	$100.58	48
2020-Q4	Increased	50,041	+20.2%	$5.9M	0.2%	$101.25	39
2020-Q3	Increased	41,628	-	$4.8M	0.2%	$99.48	32
2020-Q2	Decreased	0	-100.0%	$5.5M	0.2%	$98.52	0
2020-Q1	Decreased	30,076	-0.1%	$3.4M	0.2%	$95.92	0
2019-Q4	Increased	30,103	+8.8%	$3.4M	0.1%	$96.32	35
2019-Q3	Increased	27,659	+27.8%	$3.2M	0.2%	$95.73	39
2019-Q2	Decreased	21,650	-9.1%	$2.4M	0.2%	$94.32	0
2019-Q1	Decreased	23,803	-69.3%	$2.6M	0.3%	$92.15	0
2018-Q4	New	77,487	-	$8.4M	0.7%	$89.97	54