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

Ancora 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 		$141K Buy
1,333
+400
+43% +$43K ﹤0.01% 811
2025
Q4 		$99.9K Buy
933
+79
+9% +$8.46K ﹤0.01% 910
2025
Q3 		$90.9K Buy
854
+798
+1,425% +$83.5K ﹤0.01% 892
2025
Q2 		$5.85K Sell
56
-534
-91% -$55.5K ﹤0.01% 1465
2025
Q1 		$62.2K Buy
590
+230
+64% +$24.5K ﹤0.01% 958
2024
Q4 		$38.4K Buy
360
+140
+64% +$15K ﹤0.01% 1065
2024
Q3 		$23.9K Hold
220
– – ﹤0.01% 1163
2024
Q2 		$23.4K Hold
220
– – ﹤0.01% 1132
2024
Q1 		$23.7K Hold
220
– – ﹤0.01% 1155
2023
Q4 		$23.9K Hold
220
– – ﹤0.01% 1130
2023
Q3 		$22.6K Sell
220
-40
-15% -$4.22K ﹤0.01% 1121
2023
Q2 		$27.8K Hold
260
– – ﹤0.01% 1052
2023
Q1 		$28K Buy
260
+40
+18% +$4.27K ﹤0.01% 1052
2022
Q4 		$23K Hold
220
– – ﹤0.01% 1146
2022
Q3 		$23K Hold
220
– – ﹤0.01% 1301
2022
Q2 		$23K Sell
220
-45
-17% -$4.8K ﹤0.01% 1399
2022
Q1 		$29K Sell
265
-455
-63% -$51.4K ﹤0.01% 1449
2021
Q4 		$84K Sell
720
-5,422
-88% -$630K ﹤0.01% 1086
2021
Q3 		$714K Buy
6,142
+5,642
+1,128% +$661K 0.02% 463
2021
Q2 		$59K Hold
500
– – ﹤0.01% 1039
2021
Q1 		$58K Buy
+500
New +$58.3K ﹤0.01% 1015
2018
Q4 		– Sell
-1,398
Closed -$151K – 988
2018
Q3 		$151K Buy
+1,398
New +$152K 0.01% 687
2017
Q1 		– Sell
-1,250
Closed -$135K – 919
2016
Q4 		$135K Buy
+1,250
New +$137K 0.01% 611

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 $374B AUM 17.66% 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 $295B AUM 31.6% 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

Ancora Advisors's MUB Position: Q1 2026 in Review

Ancora Advisors increased its iShares National Muni Bond ETF (MUB) stake by 43% in Q1 2026, buying an estimated $43K and bringing the position to 1,333 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Ancora Advisors first reported a position in MUB in Q4 2016 and has held it in 23 quarters since. The position peaked at $714K in Q3 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Ancora Advisors held 1,333 shares of iShares National Muni Bond ETF worth $141K as of Q1 2026.
  • Ancora Advisors bought 400 iShares National Muni Bond ETF shares in Q1 2026, an estimated $43K.
  • iShares National Muni Bond ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #811 holding.
  • Ancora Advisors first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 23 quarters since.
  • Ancora Advisors's iShares National Muni Bond ETF position peaked at $714K in Q3 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.