KNW
MUB icon

Kesler Norman & Wride’s iShares National Muni Bond ETF MUB Stock Holding History

Kesler Norman & Wride’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 		$499K Buy
4,641
+58
+1% +$6.2K 0.08% 202
2026
Q1 		$486K Buy
4,583
+780
+21% +$83.9K 0.08% 189
2025
Q4 		$407K Buy
+3,803
New +$407K 0.07% 203

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kesler Norman & Wride's MUB Position: Q2 2026 in Review

Kesler Norman & Wride increased its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q2 2026, buying an estimated $6.2K and bringing the position to 4,641 shares worth $499K. The position accounts for 0.08% of the portfolio, ranked #202.

Kesler Norman & Wride first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Kesler Norman & Wride held 4,641 shares of iShares National Muni Bond ETF worth $499K as of Q2 2026.
  • Kesler Norman & Wride bought 58 iShares National Muni Bond ETF shares in Q2 2026, an estimated $6.2K.
  • iShares National Muni Bond ETF made up 0.08% of Kesler Norman & Wride's portfolio in Q2 2026, its #202 holding.
  • Kesler Norman & Wride first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.