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Independence Bank of Kentucky’s iShares National Muni Bond ETF MUB Stock Holding History

Independence Bank of Kentucky’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 		$1.25M Hold
11,597
– – 0.14% 133
2026
Q1 		$1.23M Sell
11,597
-20
-0.2% -$2.15K 0.16% 124
2025
Q4 		$1.24M Sell
11,617
-412
-3% -$44.1K 0.15% 124
2025
Q3 		$1.28M Buy
12,029
+4,798
+66% +$502K 0.16% 118
2025
Q2 		$755K Buy
7,231
+500
+7% +$52K 0.11% 159
2025
Q1 		$710K Sell
6,731
-494
-7% -$52.5K 0.11% 165
2024
Q4 		$770K Sell
7,225
-815
-10% -$87.6K 0.12% 153
2024
Q3 		$873K Hold
8,040
– – 0.19% 125
2024
Q2 		$857K Buy
8,040
+2,794
+53% +$298K 0.23% 109
2024
Q1 		$564K Sell
5,246
-250
-5% -$27K 0.17% 141
2023
Q4 		$596K Buy
5,496
+2,865
+109% +$299K 0.21% 114
2023
Q3 		$270K Hold
2,631
– – 0.11% 153
2023
Q2 		$281K Hold
2,631
– – 0.11% 145
2023
Q1 		$283K Hold
2,631
– – 0.12% 138
2022
Q4 		$278K Sell
2,631
-290
-10% -$30.2K 0.12% 135
2022
Q3 		$300K Sell
2,921
-111
-4% -$11.8K 0.15% 126
2022
Q2 		$322K Hold
3,032
– – 0.14% 127
2022
Q1 		$332K Sell
3,032
-347
-10% -$39.2K 0.13% 131
2021
Q4 		$393K Hold
3,379
– – 0.16% 116
2021
Q3 		$393K Buy
3,379
+347
+11% +$40.7K 0.17% 114
2021
Q2 		$355K Hold
3,032
– – 0.16% 122
2021
Q1 		$352K Hold
3,032
– – 0.17% 115
2020
Q4 		$355K Hold
3,032
– – 0.18% 114
2020
Q3 		$351K Buy
3,032
+2,235
+280% +$260K 0.2% 108
2020
Q2 		$92K Buy
+797
New +$90.5K 0.06% 164

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Independence Bank of Kentucky's MUB Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 11,597 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #133.

Independence Bank of Kentucky first reported a position in MUB in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.28M in Q3 2025. 1,112 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Independence Bank of Kentucky held 11,597 shares of iShares National Muni Bond ETF worth $1.25M as of Q2 2026.
  • Independence Bank of Kentucky left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.14% of Independence Bank of Kentucky's portfolio in Q2 2026, its #133 holding.
  • Independence Bank of Kentucky first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Independence Bank of Kentucky's iShares National Muni Bond ETF position peaked at $1.28M in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.