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Kennedy Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

Kennedy Investment Group’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 		– Sell
-3,351
Closed -$359K – 144
2025
Q4 		$359K Hold
3,351
– – 0.14% 106
2025
Q3 		$357K Buy
+3,351
New +$351K 0.14% 104

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kennedy Investment Group's MUB Position: Q1 2026 in Review

Kennedy Investment Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 3,351 shares — an estimated $359K sold.

Kennedy Investment Group first reported a position in MUB in Q3 2025 and held it in 2 quarters. The position peaked at $359K in Q4 2025. 1,629 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Kennedy Investment Group reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kennedy Investment Group sold 3,351 iShares National Muni Bond ETF shares in Q1 2026, an estimated $359K.
  • Kennedy Investment Group first reported a position in iShares National Muni Bond ETF in Q3 2025 and held it in 2 quarters.
  • Kennedy Investment Group's iShares National Muni Bond ETF position peaked at $359K in Q4 2025.
  • 1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.