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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
Q2 		$242K Buy
2,245
+1,437
+178% +$154K 0.1% 189
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
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

AmeriFlex Group's MUB Position: Q2 2026 in Review

AmeriFlex Group increased its iShares National Muni Bond ETF (MUB) stake by 178% in Q2 2026, buying an estimated $154K and bringing the position to 2,245 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #189.

AmeriFlex Group first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • AmeriFlex Group held 2,245 shares of iShares National Muni Bond ETF worth $242K as of Q2 2026.
  • AmeriFlex Group bought 1,437 iShares National Muni Bond ETF shares in Q2 2026, an estimated $154K.
  • iShares National Muni Bond ETF made up 0.1% of AmeriFlex Group's portfolio in Q2 2026, its #189 holding.
  • AmeriFlex Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.