Keeler & Nadler Financial Planning & Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Keeler & Nadler Financial Planning & 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 Q2	$2.27M	Buy	21,125 +903	+4%	+$96.6K	0.65%	28
2026 Q1	$2.15M	Buy	20,222 +1,540	+8%	+$166K	0.73%	27
2025 Q4	$2M	Buy	18,682 +4,655	+33%	+$498K	0.69%	26
2025 Q3	$1.49M	Buy	14,027 +4,359	+45%	+$456K	0.55%	31
2025 Q2	$1.01M	Buy	9,668 +2,448	+34%	+$255K	0.4%	40
2025 Q1	$759K	Buy	7,220 +1,108	+18%	+$118K	0.34%	39
2024 Q4	$651K	Buy	6,112 +343	+6%	+$36.9K	0.31%	40
2024 Q3	$627K	Buy	5,769 +1,709	+42%	+$184K	0.31%	36
2024 Q2	$433K	Buy	+4,060	New	+$432K	0.24%	43
2022 Q4	$473K	Buy	+4,485	New	+$467K	0.43%	35

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's MUB Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 4.5% in Q2 2026, buying an estimated $96.6K and bringing the position to 21,125 shares worth $2.27M. The position accounts for 0.65% of the portfolio, ranked #28.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in MUB in Q4 2022 and has held it in 10 quarters since. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 21,125 shares of iShares National Muni Bond ETF worth $2.27M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 903 iShares National Muni Bond ETF shares in Q2 2026, an estimated $96.6K.
iShares National Muni Bond ETF made up 0.65% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #28 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 10 quarters since.
1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.