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Keebeck Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Keebeck Wealth Management’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 		$14.5M Buy
136,864
+62,623
+84% +$6.73M 1.63% 10
2025
Q4 		$7.95M Buy
74,241
+11,684
+19% +$1.25M 0.92% 24
2025
Q3 		$6.66M Sell
62,557
-5,661
-8% -$592K 0.79% 29
2025
Q2 		$7.13M Buy
68,218
+6,986
+11% +$726K 0.93% 23
2025
Q1 		$6.46M Buy
61,232
+988
+2% +$105K 0.95% 20
2024
Q4 		$6.42M Buy
60,244
+3,405
+6% +$366K 0.93% 23
2024
Q3 		$6.17M Buy
56,839
+9,982
+21% +$1.08M 0.89% 25
2024
Q2 		$4.99M Buy
46,857
+4,543
+11% +$484K 0.73% 33
2024
Q1 		$4.55M Buy
42,314
+1,504
+4% +$162K 0.67% 42
2023
Q4 		$4.42M Sell
40,810
-40,164
-50% -$4.2M 0.73% 33
2023
Q3 		$8.3M Sell
80,974
-15,449
-16% -$1.63M 1.45% 11
2023
Q2 		$10.3M Sell
96,423
-16,933
-15% -$1.81M 1.41% 16
2023
Q1 		$12.2M Buy
113,356
+13,424
+13% +$1.43M 1.97% 9
2022
Q4 		$10.5M Buy
99,932
+7,354
+8% +$766K 1.85% 11
2022
Q3 		$9.5M Buy
92,578
+78,460
+556% +$8.34M 1.83% 15
2022
Q2 		$1.5M Buy
14,118
+7,810
+124% +$833K 0.29% 80
2022
Q1 		$692K Buy
+6,308
New +$712K 0.11% 136

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

Keebeck Wealth Management's MUB Position: Q1 2026 in Review

Keebeck Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 84% in Q1 2026, buying an estimated $6.73M and bringing the position to 136,864 shares worth $14.5M. The position accounts for 1.63% of the portfolio, ranked #10.

Keebeck Wealth Management first reported a position in MUB in Q1 2022 and has held it in 17 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Keebeck Wealth Management held 136,864 shares of iShares National Muni Bond ETF worth $14.5M as of Q1 2026.
  • Keebeck Wealth Management bought 62,623 iShares National Muni Bond ETF shares in Q1 2026, an estimated $6.73M.
  • iShares National Muni Bond ETF made up 1.63% of Keebeck Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Keebeck Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.