AIFG Consultants’s iShares National Muni Bond ETF MUB Stock Holding History

AIFG Consultants’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
2025 Q4	$399K	Sell	3,722 -165	-4%	-$17.7K	0.68%	32
2025 Q3	$414K	Sell	3,887 -1,086	-22%	-$114K	0.73%	32
2025 Q2	$520K	Sell	4,973 -1,382	-22%	-$144K	1.01%	28
2025 Q1	$670K	Sell	6,355 -1,892	-23%	-$201K	1.1%	25
2024 Q4	$879K	Sell	8,247 -25,688	-76%	-$2.76M	1.43%	22
2024 Q3	$3.69M	Sell	33,935 -399	-1%	-$43K	2.8%	12
2024 Q2	$3.66M	Sell	34,334 -380	-1%	-$40.5K	2.72%	14
2024 Q1	$3.74M	Buy	34,714 +593	+2%	+$64K	2.69%	14
2023 Q4	$3.7M	Buy	34,121 +2,505	+8%	+$262K	2.81%	13
2023 Q3	$3.24M	Buy	+31,616	New	+$3.33M	2.69%	12

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AIFG Consultants's MUB Position: Q4 2025 in Review

AIFG Consultants reduced its iShares National Muni Bond ETF (MUB) stake by 4.2% in Q4 2025, selling an estimated $17.7K and leaving 3,722 shares worth $399K. The position accounts for 0.68% of the portfolio, ranked #32.

AIFG Consultants first reported a position in MUB in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.74M in Q1 2024. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

AIFG Consultants held 3,722 shares of iShares National Muni Bond ETF worth $399K as of Q4 2025.
AIFG Consultants sold 165 iShares National Muni Bond ETF shares in Q4 2025, an estimated $17.7K.
iShares National Muni Bond ETF made up 0.68% of AIFG Consultants's portfolio in Q4 2025, its #32 holding.
AIFG Consultants first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 10 quarters since.
AIFG Consultants's iShares National Muni Bond ETF position peaked at $3.74M in Q1 2024.
1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.