Key Financial Inc
MUB icon

Key Financial Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Key Financial Inc’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 		$101 Hold
1
– – ﹤0.01% 1281
2026
Q2 		$108 Hold
1
– – ﹤0.01% 1323
2026
Q1 		$106 Hold
1
– – ﹤0.01% 1360
2025
Q4 		$107 Sell
1
-234
-100% -$25.1K ﹤0.01% 1407
2025
Q3 		$25K Buy
235
+1
+0.4% +$105 ﹤0.01% 668
2025
Q2 		$24.4K Sell
234
-500
-68% -$52K ﹤0.01% 643
2025
Q1 		$77.4K Hold
734
– – 0.02% 402
2024
Q4 		$78.2K Sell
734
-1
-0.1% -$107 0.02% 401
2024
Q3 		$79.8K Hold
735
– – 0.02% 385
2024
Q2 		$78.3K Buy
735
+500
+213% +$53.3K 0.02% 380
2024
Q1 		$25.3K Hold
235
– – 0.01% 567
2023
Q4 		$25.5K Sell
235
-1,365
-85% -$143K 0.01% 543
2023
Q3 		$164K Sell
1,600
-2,846
-64% -$300K 0.06% 226
2023
Q2 		$475K Hold
4,446
– – 0.16% 117
2023
Q1 		$479K Buy
4,446
+262
+6% +$28K 0.17% 108
2022
Q4 		$429K Hold
4,184
– – 0.2% 98
2022
Q3 		$429K Buy
4,184
+221
+6% +$23.5K 0.2% 98
2022
Q2 		$422K Sell
3,963
-2,682
-40% -$286K 0.23% 85
2022
Q1 		$729K Sell
6,645
-500
-7% -$56.4K 0.36% 51
2021
Q4 		$831K Buy
7,145
+610
+9% +$70.8K 0.42% 45
2021
Q3 		$759K Hold
6,535
– – 0.43% 43
2021
Q2 		$768K Buy
6,535
+1,923
+42% +$225K 0.43% 44
2021
Q1 		$535K Buy
4,612
+374
+9% +$43.6K 0.35% 60
2020
Q4 		$497K Sell
4,238
-123
-3% -$14.3K 0.37% 55
2020
Q3 		$506K Buy
4,361
+514
+13% +$59.7K 0.52% 49
2020
Q2 		$444K Buy
3,847
+1,596
+71% +$181K 0.51% 51
2020
Q1 		$256K Sell
2,251
-2,803
-55% -$320K 0.26% 75
2019
Q4 		$576K Buy
+5,054
New +$576K 0.54% 44

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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 11.9% 1-Year Est. Return

Key Financial Inc's MUB Position: Q3 2026 in Review

Key Financial Inc held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 1 share worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Key Financial Inc first reported a position in MUB in Q4 2019 and has held it in 28 quarters since. The position peaked at $831K in Q4 2021. 1,045 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Key Financial Inc held 1 share of iShares National Muni Bond ETF worth $101 as of Q3 2026.
  • Key Financial Inc left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1281 holding.
  • Key Financial Inc first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Key Financial Inc's iShares National Muni Bond ETF position peaked at $831K in Q4 2021.
  • 1,045 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.