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Keystone Financial Group (Kentucky)’s VanEck Long Muni ETF MLN Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.35M Buy
413,409
+38,108
+10% +$671K 0.44% 40
2026
Q1 		$6.62M Buy
375,301
+62,696
+20% +$1.1M 0.45% 42
2025
Q4 		$5.48M Sell
312,605
-62,473
-17% -$1.1M 0.41% 49
2025
Q3 		$6.6M Buy
375,078
+79,781
+27% +$1.35M 0.5% 41
2025
Q2 		$4.97M Buy
295,297
+28,894
+11% +$489K 0.45% 49
2025
Q1 		$4.55M Buy
266,403
+8,747
+3% +$155K 0.46% 47
2024
Q4 		$4.56M Buy
257,656
+206,406
+403% +$3.72M 0.45% 47
2024
Q3 		$938K Buy
+51,250
New +$928K 0.12% 127
2024
Q2 		– Sell
-18,268
Closed -$329K – 249
2024
Q1 		$329K Sell
18,268
-901
-5% -$16.2K 0.05% 243
2023
Q4 		$350K Sell
19,169
-49,974
-72% -$857K 0.06% 193
2023
Q3 		$1.16M Hold
69,143
– – 0.19% 89
2023
Q2 		$1.24M Buy
+69,143
New +$1.24M 0.21% 84
2022
Q4 		$1.16M Hold
66,629
– – 0.23% 85
2022
Q3 		$1.11M Buy
66,629
+27,863
+72% +$498K 0.22% 86
2022
Q2 		$685K Buy
38,766
+14,198
+58% +$258K 0.14% 124
2022
Q1 		$476K Buy
24,568
+13,660
+125% +$280K 0.08% 161
2021
Q4 		$236K Buy
+10,908
New +$235K 0.04% 271

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s MLN Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its VanEck Long Muni ETF (MLN) stake by 10% in Q2 2026, buying an estimated $671K and bringing the position to 413,409 shares worth $7.35M. The position accounts for 0.44% of the portfolio, ranked #40.

Keystone Financial Group (Kentucky) first reported a position in MLN in Q4 2021 and has held it in 17 quarters since. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 413,409 shares of VanEck Long Muni ETF worth $7.35M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 38,108 VanEck Long Muni ETF shares in Q2 2026, an estimated $671K.
  • VanEck Long Muni ETF made up 0.44% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #40 holding.
  • Keystone Financial Group (Kentucky) first reported a position in VanEck Long Muni ETF in Q4 2021 and has held it in 17 quarters since.
  • 141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.