AIA
MUB icon

Ally Invest Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Ally Invest Advisors’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
Q1 		$26.2M Buy
246,898
+15,844
+7% +$1.7M 1.76% 14
2025
Q4 		$24.7M Buy
231,054
+13,762
+6% +$1.47M 1.71% 14
2025
Q3 		$23.1M Buy
217,292
+12,574
+6% +$1.32M 1.66% 14
2025
Q2 		$21.4M Buy
204,718
+4,922
+2% +$512K 1.67% 14
2025
Q1 		$21.1M Buy
199,796
+4,983
+3% +$530K 1.8% 13
2024
Q4 		$20.8M Buy
194,813
+11,471
+6% +$1.23M 1.8% 12
2024
Q3 		$19.9M Buy
183,342
+8,402
+5% +$905K 1.77% 12
2024
Q2 		$18.6M Buy
174,940
+4,274
+3% +$455K 1.79% 12
2024
Q1 		$18.4M Buy
170,666
+5,666
+3% +$611K 1.82% 12
2023
Q4 		$17.9M Sell
165,000
-2,511
-1% -$262K 1.91% 11
2023
Q3 		$17.2M Buy
167,511
+3,119
+2% +$329K 2.01% 11
2023
Q2 		$17.5M Sell
164,392
-756
-0.5% -$80.8K 2% 11
2023
Q1 		$17.8M Buy
165,148
+125
+0.1% +$13.4K 2.1% 11
2022
Q4 		$17.4M Sell
165,023
-5,316
-3% -$554K 2.18% 11
2022
Q3 		$17.5M Buy
170,339
+2,406
+1% +$256K 2.37% 11
2022
Q2 		$17.9M Sell
167,933
-3,826
-2% -$408K 2.32% 11
2022
Q1 		$18.8M Buy
171,759
+5,003
+3% +$565K 2.17% 11
2021
Q4 		$19.4M Buy
166,756
+16,325
+11% +$1.9M 2.19% 11
2021
Q3 		$17.5M Buy
150,431
+19,643
+15% +$2.3M 2.2% 11
2021
Q2 		$15.3M Buy
130,788
+21,460
+20% +$2.51M 2.12% 11
2021
Q1 		$12.7M Buy
109,328
+25,623
+31% +$2.99M 2.11% 11
2020
Q4 		$9.81M Buy
83,705
+20,168
+32% +$2.34M 2.03% 10
2020
Q3 		$7.37M Buy
63,537
+9,125
+17% +$1.06M 1.96% 10
2020
Q2 		$6.28M Buy
54,412
+4,358
+9% +$495K 1.94% 10
2020
Q1 		$5.66M Buy
50,054
+8,831
+21% +$1.01M 2.13% 10
2019
Q4 		$4.7M Buy
41,223
+10,773
+35% +$1.23M 1.78% 10
2019
Q3 		$3.47M Buy
30,450
+16,171
+113% +$1.84M 1.62% 10
2019
Q2 		$1.61M Buy
14,279
+12,306
+624% +$1.38M 0.88% 10
2019
Q1 		$219K Buy
+1,973
New +$216K 0.14% 10

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ally Invest Advisors's MUB Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares National Muni Bond ETF (MUB) stake by 6.9% in Q1 2026, buying an estimated $1.7M and bringing the position to 246,898 shares worth $26.2M. The position accounts for 1.76% of the portfolio, ranked #14.

Ally Invest Advisors first reported a position in MUB in Q1 2019 and has held it in 29 quarters since. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Ally Invest Advisors held 246,898 shares of iShares National Muni Bond ETF worth $26.2M as of Q1 2026.
  • Ally Invest Advisors bought 15,844 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.7M.
  • iShares National Muni Bond ETF made up 1.76% of Ally Invest Advisors's portfolio in Q1 2026, its #14 holding.
  • Ally Invest Advisors first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.