AFA
MUB icon

American Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

American Financial 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
Q2 		$421K Sell
3,911
-89
-2% -$9.52K 0.05% 106
2026
Q1 		$425K Sell
4,000
-32
-0.8% -$3.44K 0.06% 98
2025
Q4 		$432K Sell
4,032
-58
-1% -$6.21K 0.06% 101
2025
Q3 		$436K Sell
4,090
-624
-13% -$65.3K 0.06% 104
2025
Q2 		$493K Sell
4,714
-80
-2% -$8.32K 0.07% 93
2025
Q1 		$505K Buy
4,794
+21
+0.4% +$2.23K 0.07% 79
2024
Q4 		$509K Sell
4,773
-815
-15% -$87.6K 0.07% 79
2024
Q3 		$607K Sell
5,588
-1,057
-16% -$114K 0.08% 71
2024
Q2 		$708K Sell
6,645
-443
-6% -$47.2K 0.1% 69
2024
Q1 		$763K Sell
7,088
-231
-3% -$24.9K 0.11% 69
2023
Q4 		$793K Sell
7,319
-1,707
-19% -$178K 0.12% 65
2023
Q3 		$926K Sell
9,026
-1,252
-12% -$132K 0.15% 60
2023
Q2 		$1.1M Sell
10,278
-86
-0.8% -$9.19K 0.17% 57
2023
Q1 		$1.12M Buy
10,364
+533
+5% +$57K 0.18% 53
2022
Q4 		$1.04M Buy
9,831
+47
+0.5% +$4.9K 0.18% 53
2022
Q3 		$1M Buy
9,784
+38
+0.4% +$4.04K 0.17% 53
2022
Q2 		$1.04M Buy
9,746
+23
+0.2% +$2.45K 0.28% 31
2022
Q1 		$1.07M Sell
9,723
-723
-7% -$81.6K 0.15% 58
2021
Q4 		$1.22M Buy
10,446
+82
+0.8% +$9.52K 0.15% 56
2021
Q3 		$1.2M Buy
10,364
+658
+7% +$77.1K 0.16% 53
2021
Q2 		$1.14M Buy
9,706
+655
+7% +$76.5K 0.16% 56
2021
Q1 		$1.05M Sell
9,051
-52
-0.6% -$6.07K 0.16% 59
2020
Q4 		$1.07M Buy
9,103
+7
+0.1% +$813 0.15% 56
2020
Q3 		$1.05M Sell
9,096
-162
-2% -$18.8K 0.17% 53
2020
Q2 		$1.08M Sell
9,258
-70
-0.8% -$7.95K 0.17% 53
2020
Q1 		$1.04M Sell
9,328
-1,987
-18% -$227K 0.19% 53
2019
Q4 		$1.29M Buy
11,315
+1,224
+12% +$139K 0.23% 44
2019
Q3 		$1.15M Buy
10,091
+2,224
+28% +$254K 0.22% 44
2019
Q2 		$889K Buy
7,867
+3,186
+68% +$357K 0.17% 49
2019
Q1 		$520K Buy
4,681
+505
+12% +$55.4K 0.11% 58
2018
Q4 		$455K Buy
+4,176
New +$449K 0.1% 59

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

American Financial Advisors's MUB Position: Q2 2026 in Review

American Financial Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 2.2% in Q2 2026, selling an estimated $9.52K and leaving 3,911 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #106.

American Financial Advisors first reported a position in MUB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.29M in Q4 2019. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • American Financial Advisors held 3,911 shares of iShares National Muni Bond ETF worth $421K as of Q2 2026.
  • American Financial Advisors sold 89 iShares National Muni Bond ETF shares in Q2 2026, an estimated $9.52K.
  • iShares National Muni Bond ETF made up 0.05% of American Financial Advisors's portfolio in Q2 2026, its #106 holding.
  • American Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • American Financial Advisors's iShares National Muni Bond ETF position peaked at $1.29M in Q4 2019.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.