KCM
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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Key Capital Management's MUB Position: Q2 2026 in Review

Key Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 61% in Q2 2026, buying an estimated $93.4K and bringing the position to 2,310 shares worth $249K. The position accounts for 0.13% of the portfolio, ranked #70.

Key Capital Management first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 1,078 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Key Capital Management held 2,310 shares of iShares National Muni Bond ETF worth $249K as of Q2 2026.
  • Key Capital Management bought 873 iShares National Muni Bond ETF shares in Q2 2026, an estimated $93.4K.
  • iShares National Muni Bond ETF made up 0.13% of Key Capital Management's portfolio in Q2 2026, its #70 holding.
  • Key Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's iShares National Muni Bond ETF position peaked at $1.07M in Q4 2025.
  • 1,078 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.