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

Keating Financial 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 Q2	$1.25M	Buy	11,590 +1,514	+15%	+$162K	0.16%	91
2026 Q1	$1.07M	Buy	10,076 +1,901	+23%	+$204K	0.17%	87
2025 Q4	$876K	Buy	+8,175	New	+$875K	0.12%	140

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Keating Financial Advisory Services's MUB Position: Q2 2026 in Review

Keating Financial Advisory Services increased its iShares National Muni Bond ETF (MUB) stake by 15% in Q2 2026, buying an estimated $162K and bringing the position to 11,590 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #91.

Keating Financial Advisory Services first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Keating Financial Advisory Services held 11,590 shares of iShares National Muni Bond ETF worth $1.25M as of Q2 2026.
Keating Financial Advisory Services bought 1,514 iShares National Muni Bond ETF shares in Q2 2026, an estimated $162K.
iShares National Muni Bond ETF made up 0.16% of Keating Financial Advisory Services's portfolio in Q2 2026, its #91 holding.
Keating Financial Advisory Services first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.