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Keel Point’s iShares National Muni Bond ETF MUB Stock Holding History

Keel Point’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 		$1.01M Sell
9,471
-21
-0.2% -$2.26K 0.07% 165
2025
Q4 		$1.02M Buy
9,492
+214
+2% +$22.9K 0.06% 181
2025
Q3 		$988K Buy
9,278
+1,352
+17% +$141K 0.06% 186
2025
Q2 		$828K Sell
7,926
-488
-6% -$50.7K 0.05% 209
2025
Q1 		$887K Buy
8,414
+73
+0.9% +$7.76K 0.07% 160
2024
Q4 		$889K Buy
8,341
+168
+2% +$18K 0.07% 158
2024
Q3 		$888K Buy
8,173
+110
+1% +$11.9K 0.07% 164
2024
Q2 		$870K Buy
8,063
+469
+6% +$50K 0.08% 159
2024
Q1 		$817K Buy
7,594
+763
+11% +$82.3K 0.08% 147
2023
Q4 		$741K Sell
6,831
-344
-5% -$35.9K 0.09% 144
2023
Q3 		$736K Sell
7,175
-701
-9% -$73.9K 0.1% 128
2023
Q2 		$841K Hold
7,876
– – 0.11% 121
2023
Q1 		$849K Buy
7,876
+1,314
+20% +$140K 0.12% 120
2022
Q4 		$692K Sell
6,562
-680
-9% -$70.9K 0.11% 127
2022
Q3 		$743K Sell
7,242
-1,426
-16% -$152K 0.13% 111
2022
Q2 		$937K Sell
8,668
-3,492
-29% -$373K 0.15% 107
2022
Q1 		$1.33M Buy
12,160
+3,272
+37% +$369K 0.2% 89
2021
Q4 		$1.03M Sell
8,888
-386
-4% -$44.8K 0.12% 101
2021
Q3 		$1.08M Sell
9,274
-13,175
-59% -$1.54M 0.14% 108
2021
Q2 		$2.63M Buy
22,449
+524
+2% +$61.2K 0.29% 73
2021
Q1 		$2.54M Sell
21,925
-3,012
-12% -$351K 0.25% 77
2020
Q4 		$2.92M Buy
24,937
+166
+0.7% +$19.3K 0.26% 61
2020
Q3 		$2.87M Buy
24,771
+18,821
+316% +$2.19M 0.26% 51
2020
Q2 		$687K Sell
5,950
-1,647
-22% -$187K 0.07% 106
2020
Q1 		$859K Buy
7,597
+230
+3% +$26.3K 0.11% 86
2019
Q4 		$839K Buy
7,367
+469
+7% +$53.4K 0.09% 92
2019
Q3 		$787K Sell
6,898
-993
-13% -$113K 0.1% 92
2019
Q2 		$892K Buy
7,891
+876
+12% +$98.1K 0.1% 93
2019
Q1 		$780K Buy
+7,015
New +$769K 0.09% 98

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

Keel Point's MUB Position: Q1 2026 in Review

Keel Point reduced its iShares National Muni Bond ETF (MUB) stake by 0.22% in Q1 2026, selling an estimated $2.26K and leaving 9,471 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #165.

Keel Point first reported a position in MUB in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.92M in Q4 2020. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Keel Point held 9,471 shares of iShares National Muni Bond ETF worth $1.01M as of Q1 2026.
  • Keel Point sold 21 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.26K.
  • iShares National Muni Bond ETF made up 0.07% of Keel Point's portfolio in Q1 2026, its #165 holding.
  • Keel Point first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Keel Point's iShares National Muni Bond ETF position peaked at $2.92M in Q4 2020.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.