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Keystone Financial Group (Georgia)’s iShares National Muni Bond ETF MUB Stock Holding History

Keystone Financial Group (Georgia)’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
2025
Q3 		– Sell
-1,095
Closed -$113K – 141
2025
Q2 		$113K Sell
1,095
-916
-46% -$95.2K 0.07% 72
2025
Q1 		$210K Sell
2,011
-128
-6% -$13.6K 0.15% 56
2024
Q4 		$228K Buy
+2,139
New +$230K 0.18% 61

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keystone Financial Group (Georgia)'s MUB Position: Q3 2025 in Review

Keystone Financial Group (Georgia) sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 1,095 shares — an estimated $113K sold.

Keystone Financial Group (Georgia) first reported a position in MUB in Q4 2024 and held it in 3 quarters. The position peaked at $228K in Q4 2024. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Keystone Financial Group (Georgia) reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 1,095 iShares National Muni Bond ETF shares in Q3 2025, an estimated $113K.
  • Keystone Financial Group (Georgia) first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • Keystone Financial Group (Georgia)'s iShares National Muni Bond ETF position peaked at $228K in Q4 2024.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2025, filed 20 Oct 2025.