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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
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

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

Key Financial Inc's MUB Position: Q1 2026 in Review

Key Financial Inc held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 1 share worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Key Financial Inc first reported a position in MUB in Q4 2019 and has held it in 26 quarters since. The position peaked at $831K in Q4 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Key Financial Inc held 1 share of iShares National Muni Bond ETF worth $106 as of Q1 2026.
  • Key Financial Inc left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1360 holding.
  • Key Financial Inc first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's iShares National Muni Bond ETF position peaked at $831K in Q4 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.