AmeriFlex Group’s iShares National Muni Bond ETF MUB Stock Holding History

AmeriFlex Group’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	$85.8K	Buy	808 +37	+5%	+$3.98K	0.04%	316
2025 Q4	$82.6K	Sell	771 -771	-50%	-$82.5K	0.04%	324
2025 Q3	$164K	Sell	1,542 -697	-31%	-$72.9K	0.06%	245
2025 Q2	$234K	Buy	2,239 +1,199	+115%	+$125K	0.12%	151
2025 Q1	$110K	Buy	1,040 +3	+0.3%	+$319	0.04%	325
2024 Q4	$110K	Buy	+1,037	New	+$111K	0.05%	284

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

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

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

AmeriFlex Group's MUB Position: Q1 2026 in Review

AmeriFlex Group increased its iShares National Muni Bond ETF (MUB) stake by 4.8% in Q1 2026, buying an estimated $3.98K and bringing the position to 808 shares worth $85.8K. The position accounts for 0.04% of the portfolio, ranked #316.

AmeriFlex Group first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $234K in Q2 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

AmeriFlex Group held 808 shares of iShares National Muni Bond ETF worth $85.8K as of Q1 2026.
AmeriFlex Group bought 37 iShares National Muni Bond ETF shares in Q1 2026, an estimated $3.98K.
iShares National Muni Bond ETF made up 0.04% of AmeriFlex Group's portfolio in Q1 2026, its #316 holding.
AmeriFlex Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares National Muni Bond ETF position peaked at $234K in Q2 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.