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Ausdal Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Ausdal Financial Partners’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 		$1.51M Buy
14,180
+954
+7% +$103K 0.07% 283
2025
Q4 		$1.42M Sell
13,226
-438
-3% -$46.9K 0.07% 284
2025
Q3 		$1.46M Buy
13,664
+499
+4% +$52.2K 0.07% 279
2025
Q2 		$1.38M Sell
13,165
-1,974
-13% -$205K 0.09% 205
2025
Q1 		$1.6M Sell
15,139
-3,212
-18% -$342K 0.12% 171
2024
Q4 		$1.96M Sell
18,351
-203
-1% -$21.8K 0.17% 131
2024
Q3 		$2.02M Sell
18,554
-66,574
-78% -$7.17M 0.21% 106
2024
Q2 		$9.07M Buy
85,128
+4,699
+6% +$500K 0.97% 17
2024
Q1 		$8.65M Sell
80,429
-98
-0.1% -$10.6K 1% 16
2023
Q4 		$8.73M Buy
80,527
+1,571
+2% +$164K 1.08% 15
2023
Q3 		$8.1M Buy
78,956
+59,059
+297% +$6.23M 1.12% 15
2023
Q2 		$2.12M Sell
19,897
-299
-1% -$32K 0.29% 87
2023
Q1 		$2.18M Buy
20,196
+20
+0.1% +$2.14K 0.3% 82
2022
Q4 		$2.13M Sell
20,176
-6,983
-26% -$728K 0.31% 82
2022
Q3 		$2.79M Sell
27,159
-3,933
-13% -$418K 0.44% 56
2022
Q2 		$3.31M Sell
31,092
-2,775
-8% -$296K 0.5% 52
2022
Q1 		$3.71M Sell
33,867
-978
-3% -$110K 0.5% 47
2021
Q4 		$4.05M Buy
34,845
+4,274
+14% +$496K 0.54% 41
2021
Q3 		$3.55M Sell
30,571
-294
-1% -$34.5K 0.53% 46
2021
Q2 		$3.62M Sell
30,865
-89
-0.3% -$10.4K 0.55% 46
2021
Q1 		$3.59M Buy
30,954
+2,033
+7% +$237K 0.61% 38
2020
Q4 		$3.39M Buy
28,921
+2,062
+8% +$240K 0.66% 33
2020
Q3 		$3.11M Buy
26,859
+5,710
+27% +$663K 0.75% 30
2020
Q2 		$2.44M Buy
21,149
+1,287
+6% +$146K 0.81% 33
2020
Q1 		$2.25M Buy
19,862
+1,624
+9% +$185K 0.79% 33
2019
Q4 		$2.11M Buy
18,238
+4,300
+31% +$490K 0.63% 36
2019
Q3 		$1.59M Buy
13,938
+1,615
+13% +$184K 0.56% 46
2019
Q2 		$1.4M Buy
12,323
+3,288
+36% +$368K 0.54% 53
2019
Q1 		$1M Buy
9,035
+3,179
+54% +$349K 0.41% 60
2018
Q4 		$639K Sell
5,856
-3,531
-38% -$380K 0.31% 86
2018
Q3 		$1.01M Buy
9,387
+658
+8% +$71.5K 0.29% 100
2018
Q2 		$952K Buy
8,729
+3,245
+59% +$352K 0.29% 104
2018
Q1 		$597K Sell
5,484
-442
-7% -$48.2K 0.21% 146
2017
Q4 		$656K Buy
5,926
+354
+6% +$39.2K 0.24% 134
2017
Q3 		$618K Buy
5,572
+1,100
+25% +$122K 0.25% 121
2017
Q2 		$492K Buy
+4,472
New +$492K 0.21% 135
2017
Q1 		– Sell
-7,993
Closed -$865K – 295
2016
Q4 		$865K Sell
7,993
-2,006
-20% -$220K 0.41% 64
2016
Q3 		$1.13M Buy
9,999
+267
+3% +$30.3K 0.57% 49
2016
Q2 		$1.11M Buy
9,732
+163
+2% +$18.3K 0.57% 48
2016
Q1 		$1.07M Buy
9,569
+2,070
+28% +$230K 0.61% 45
2015
Q4 		$830K Buy
+7,499
New +$823K 0.42% 61

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

Ausdal Financial Partners's MUB Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares National Muni Bond ETF (MUB) stake by 7.2% in Q1 2026, buying an estimated $103K and bringing the position to 14,180 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #283.

Ausdal Financial Partners first reported a position in MUB in Q4 2015 and has held it in 41 quarters since. The position peaked at $9.07M in Q2 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Ausdal Financial Partners held 14,180 shares of iShares National Muni Bond ETF worth $1.51M as of Q1 2026.
  • Ausdal Financial Partners bought 954 iShares National Muni Bond ETF shares in Q1 2026, an estimated $103K.
  • iShares National Muni Bond ETF made up 0.07% of Ausdal Financial Partners's portfolio in Q1 2026, its #283 holding.
  • Ausdal Financial Partners first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 41 quarters since.
  • Ausdal Financial Partners's iShares National Muni Bond ETF position peaked at $9.07M in Q2 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.