Key Capital Management
MUB icon

Key Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Key Capital 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
Q3 		$314K Buy
3,110
+800
+35% +$84K 0.12% 114
2026
Q2 		$249K Buy
2,310
+873
+61% +$93.4K 0.13% 70
2026
Q1 		$153K Sell
1,437
-8,516
-86% -$916K 0.1% 83
2025
Q4 		$1.07M Buy
+9,953
New +$1.07M 1.06% 23

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Key Capital Management's MUB Position: Q3 2026 in Review

Key Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 35% in Q3 2026, buying an estimated $84K and bringing the position to 3,110 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #114.

Key Capital Management first reported a position in MUB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q4 2025. 1,005 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Key Capital Management held 3,110 shares of iShares National Muni Bond ETF worth $314K as of Q3 2026.
  • Key Capital Management bought 800 iShares National Muni Bond ETF shares in Q3 2026, an estimated $84K.
  • iShares National Muni Bond ETF made up 0.12% of Key Capital Management's portfolio in Q3 2026, its #114 holding.
  • Key Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's iShares National Muni Bond ETF position peaked at $1.07M in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.