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Kestra Private Wealth Services’s iShares National Muni Bond ETF MUB Stock Holding History

Kestra Private Wealth 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
Q1 		$12.8M Buy
120,918
+5,746
+5% +$618K 0.16% 140
2025
Q4 		$12.3M Buy
115,172
+1,603
+1% +$172K 0.15% 147
2025
Q3 		$12.1M Buy
113,569
+8,813
+8% +$922K 0.16% 140
2025
Q2 		$10.9M Buy
104,756
+61,632
+143% +$6.41M 0.16% 144
2025
Q1 		$4.55M Sell
43,124
-4,470
-9% -$475K 0.08% 265
2024
Q4 		$5.07M Buy
47,594
+2,223
+5% +$239K 0.09% 242
2024
Q3 		$5.13M Sell
45,371
-8,381
-16% -$903K 0.09% 225
2024
Q2 		$5.73M Sell
53,752
-7,945
-13% -$846K 0.11% 200
2024
Q1 		$6.64M Buy
61,697
+3,343
+6% +$361K 0.15% 158
2023
Q4 		$6.33M Buy
58,354
+10,658
+22% +$1.11M 0.16% 158
2023
Q3 		$4.89M Buy
47,696
+3,234
+7% +$341K 0.15% 156
2023
Q2 		$4.75M Buy
44,462
+19,940
+81% +$2.13M 0.16% 148
2023
Q1 		$2.64M Buy
24,522
+16,671
+212% +$1.78M 0.11% 210
2022
Q4 		$828K Sell
7,851
-34
-0.4% -$3.54K 0.04% 402
2022
Q3 		$809K Buy
7,885
+344
+5% +$36.6K 0.05% 373
2022
Q2 		$802K Buy
7,541
+566
+8% +$60.4K 0.05% 378
2022
Q1 		$765K Buy
6,975
+331
+5% +$37.4K 0.04% 447
2021
Q4 		$773K Buy
6,644
+710
+12% +$82.4K 0.04% 461
2021
Q3 		$689K Buy
5,934
+1,475
+33% +$173K 0.04% 460
2021
Q2 		$523K Buy
4,459
+1,351
+43% +$158K 0.03% 496
2021
Q1 		$361K Buy
3,108
+977
+46% +$114K 0.03% 541
2020
Q4 		$250K Buy
+2,131
New +$248K 0.02% 608

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

Kestra Private Wealth Services's MUB Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares National Muni Bond ETF (MUB) stake by 5% in Q1 2026, buying an estimated $618K and bringing the position to 120,918 shares worth $12.8M. The position accounts for 0.16% of the portfolio, ranked #140.

Kestra Private Wealth Services first reported a position in MUB in Q4 2020 and has held it in 22 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Kestra Private Wealth Services held 120,918 shares of iShares National Muni Bond ETF worth $12.8M as of Q1 2026.
  • Kestra Private Wealth Services bought 5,746 iShares National Muni Bond ETF shares in Q1 2026, an estimated $618K.
  • iShares National Muni Bond ETF made up 0.16% of Kestra Private Wealth Services's portfolio in Q1 2026, its #140 holding.
  • Kestra Private Wealth Services first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.