Ameritas Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Ameritas Advisory Services’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	$2.41M	Buy	22,680 +1,052	+5%	+$113K	0.09%	198
2025 Q4	$2.32M	Buy	21,628 +20,076	+1,294%	+$2.15M	0.09%	205
2025 Q3	$165K	Sell	1,552 -1,959	-56%	-$205K	0.01%	672
2025 Q2	$367K	Sell	3,511 -1,753	-33%	-$182K	0.02%	582
2025 Q1	$559K	Sell	5,264 -55	-1%	-$5.85K	0.02%	547
2024 Q4	$567K	Buy	5,319 +3,261	+158%	+$350K	0.02%	561
2024 Q3	$224K	Sell	2,058 -1,436	-41%	-$155K	0.01%	777
2024 Q2	$372K	Sell	3,494 -540	-13%	-$57.5K	0.01%	666
2024 Q1	$431K	Sell	4,034 -6,151	-60%	-$664K	0.02%	593
2023 Q4	$1.1M	Sell	10,185 -2,702	-21%	-$282K	0.06%	263
2023 Q3	$1.32M	Buy	12,887 +10,969	+572%	+$1.16M	0.07%	277
2023 Q2	$203K	Sell	1,918 -26,155	-93%	-$2.8M	0.03%	516
2023 Q1	$3.01M	Buy	28,073 +22,633	+416%	+$2.42M	0.15%	133
2022 Q4	$574K	Sell	5,440 -2,150	-28%	-$224K	0.03%	496
2022 Q3	$779K	Buy	7,590 +322	+4%	+$34.2K	0.05%	333
2022 Q2	$773K	Sell	7,268 -2,919	-29%	-$311K	0.04%	344
2022 Q1	$1.12M	Sell	10,187 -513	-5%	-$57.9K	0.04%	317
2021 Q4	$1.24M	Buy	+10,700	New	+$1.24M	0.05%	301

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

Ameritas Advisory Services's MUB Position: Q1 2026 in Review

Ameritas Advisory Services increased its iShares National Muni Bond ETF (MUB) stake by 4.9% in Q1 2026, buying an estimated $113K and bringing the position to 22,680 shares worth $2.41M. The position accounts for 0.09% of the portfolio, ranked #198.

Ameritas Advisory Services first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.01M in Q1 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Ameritas Advisory Services held 22,680 shares of iShares National Muni Bond ETF worth $2.41M as of Q1 2026.
Ameritas Advisory Services bought 1,052 iShares National Muni Bond ETF shares in Q1 2026, an estimated $113K.
iShares National Muni Bond ETF made up 0.09% of Ameritas Advisory Services's portfolio in Q1 2026, its #198 holding.
Ameritas Advisory Services first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's iShares National Muni Bond ETF position peaked at $3.01M in Q1 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.