AFG Fiduciary Services’s iShares National Muni Bond ETF MUB Stock Holding History

AFG Fiduciary Services’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	$752K	Sell	6,999 -960	-12%	-$103K	0.59%	35
2026 Q1	$847K	Sell	7,959 -314	-4%	-$33.8K	0.5%	41
2025 Q4	$887K	Buy	8,273 +68	+0.8%	+$7.28K	0.53%	40
2025 Q3	$873K	Sell	8,205 -36	-0.4%	-$3.77K	0.5%	42
2025 Q2	$859K	Buy	8,241 +173	+2%	+$18K	0.55%	41
2025 Q1	$834K	Sell	8,068 -819	-9%	-$87.1K	0.61%	34
2024 Q4	$941K	Buy	8,887 +66	+0.7%	+$7.09K	0.66%	31
2024 Q3	$951K	Buy	8,821 +437	+5%	+$47.1K	0.64%	31
2024 Q2	$899K	Sell	8,384 -12	-0.1%	-$1.28K	0.63%	31
2024 Q1	$898K	Buy	8,396 +2,580	+44%	+$278K	0.66%	31
2023 Q4	$631K	Buy	5,816 +117	+2%	+$12.2K	0.51%	39
2023 Q3	$585K	Buy	5,699 +116	+2%	+$12.2K	0.52%	38
2023 Q2	$596K	Buy	+5,583	New	+$597K	0.45%	46
2023 Q1	–	Sell	-3,300	Closed	-$348K	–	83
2022 Q4	$348K	Sell	3,300 -836	-20%	-$87.1K	0.33%	49
2022 Q3	$424K	Buy	4,136 +1,190	+40%	+$127K	0.4%	43
2022 Q2	$313K	Sell	2,946 -1,609	-35%	-$172K	0.27%	61
2022 Q1	$499K	Buy	4,555 +656	+17%	+$74K	0.35%	55
2021 Q4	$453K	Buy	+3,899	New	+$453K	0.32%	48

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

AFG Fiduciary Services's MUB Position: Q2 2026 in Review

AFG Fiduciary Services reduced its iShares National Muni Bond ETF (MUB) stake by 12% in Q2 2026, selling an estimated $103K and leaving 6,999 shares worth $752K. The position accounts for 0.59% of the portfolio, ranked #35.

AFG Fiduciary Services first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $951K in Q3 2024. 419 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

AFG Fiduciary Services held 6,999 shares of iShares National Muni Bond ETF worth $752K as of Q2 2026.
AFG Fiduciary Services sold 960 iShares National Muni Bond ETF shares in Q2 2026, an estimated $103K.
iShares National Muni Bond ETF made up 0.59% of AFG Fiduciary Services's portfolio in Q2 2026, its #35 holding.
AFG Fiduciary Services first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
AFG Fiduciary Services's iShares National Muni Bond ETF position peaked at $951K in Q3 2024.
419 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.