K2 Financial’s iShares National Muni Bond ETF MUB Stock Holding History

K2 Financial’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	$5.01M	Sell	46,556 -3,846	-8%	-$411K	3.53%	9
2026 Q1	$5.41M	Buy	50,402 +1,071	+2%	+$115K	3.93%	5
2025 Q4	$5.3M	Buy	49,331 +1,873	+4%	+$201K	4.1%	4
2025 Q3	$5.08M	Buy	47,458 +1,823	+4%	+$191K	4.08%	5
2025 Q2	$4.73M	Sell	45,635 -3,548	-7%	-$369K	4.17%	5
2025 Q1	$5.06M	Sell	49,183 -7,238	-13%	-$770K	4.97%	3
2024 Q4	$5.95M	Buy	+56,421	New	+$6.06M	5.92%	3

Other funds holding MUB

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

K2 Financial's MUB Position: Q2 2026 in Review

K2 Financial reduced its iShares National Muni Bond ETF (MUB) stake by 7.6% in Q2 2026, selling an estimated $411K and leaving 46,556 shares worth $5.01M. The position accounts for 3.53% of the portfolio, ranked #9.

K2 Financial first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.95M in Q4 2024. 513 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

K2 Financial held 46,556 shares of iShares National Muni Bond ETF worth $5.01M as of Q2 2026.
K2 Financial sold 3,846 iShares National Muni Bond ETF shares in Q2 2026, an estimated $411K.
iShares National Muni Bond ETF made up 3.53% of K2 Financial's portfolio in Q2 2026, its #9 holding.
K2 Financial first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
K2 Financial's iShares National Muni Bond ETF position peaked at $5.95M in Q4 2024.
513 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.