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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

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

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. 1,641 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.
  • 1,641 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.