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

Kelly Financial 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 		$374K Sell
3,473
-354
-9% -$37.9K 0.08% 90
2026
Q1 		$406K Sell
3,827
-4,564
-54% -$491K 0.1% 79
2025
Q4 		$899K Buy
8,391
+504
+6% +$54K 0.23% 43
2025
Q3 		$840K Buy
7,887
+1,063
+16% +$111K 0.22% 45
2025
Q2 		$713K Buy
6,824
+4,265
+167% +$443K 0.21% 47
2025
Q1 		$270K Buy
+2,559
New +$272K 0.09% 89
2024
Q3 		– Sell
-1,319
Closed -$141K – 514
2024
Q2 		$141K Sell
1,319
-165
-11% -$17.6K 0.05% 124
2024
Q1 		$160K Sell
1,484
-1,104
-43% -$119K 0.06% 121
2023
Q4 		$281K Buy
2,588
+775
+43% +$81K 0.11% 82
2023
Q3 		$186K Sell
1,813
-1,327
-42% -$140K 0.09% 92
2023
Q2 		$335K Sell
3,140
-482
-13% -$51.5K 0.16% 73
2023
Q1 		$390K Buy
3,622
+314
+9% +$33.6K 0.2% 57
2022
Q4 		$349K Sell
3,308
-302
-8% -$31.5K 0.18% 64
2022
Q3 		$370K Sell
3,610
-264
-7% -$28.1K 0.22% 54
2022
Q2 		$412K Sell
3,874
-1,299
-25% -$139K 0.22% 54
2022
Q1 		$567K Buy
5,173
+524
+11% +$59.1K 0.26% 37
2021
Q4 		$541K Buy
4,649
+958
+26% +$111K 0.25% 33
2021
Q3 		$429K Sell
3,691
-365,425
-99% -$42.8M 0.24% 38
2021
Q2 		$3.15M Buy
369,116
+367,874
+29,619% +$43M 0.12% 55
2021
Q1 		$144K Buy
1,242
+784
+171% +$91.4K 0.09% 62
2020
Q4 		$53.7K Buy
+458
New +$53.2K 0.04% 107

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
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
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
FG
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

Kelly Financial Services's MUB Position: Q2 2026 in Review

Kelly Financial Services reduced its iShares National Muni Bond ETF (MUB) stake by 9.3% in Q2 2026, selling an estimated $37.9K and leaving 3,473 shares worth $374K. The position accounts for 0.08% of the portfolio, ranked #90.

Kelly Financial Services first reported a position in MUB in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.15M in Q2 2021. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Kelly Financial Services held 3,473 shares of iShares National Muni Bond ETF worth $374K as of Q2 2026.
  • Kelly Financial Services sold 354 iShares National Muni Bond ETF shares in Q2 2026, an estimated $37.9K.
  • iShares National Muni Bond ETF made up 0.08% of Kelly Financial Services's portfolio in Q2 2026, its #90 holding.
  • Kelly Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Kelly Financial Services's iShares National Muni Bond ETF position peaked at $3.15M in Q2 2021.
  • 480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.