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

Keystone Financial Group (Kentucky)’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	$1.85M	Buy	17,150 +7,394	+76%	+$791K	0.11%	142
2026 Q1	$1.04M	Buy	9,756 +7,523	+337%	+$809K	0.07%	193
2025 Q4	$239K	Buy	2,233 +24	+1%	+$2.57K	0.02%	399
2025 Q3	$235K	Sell	2,209 -614	-22%	-$64.3K	0.02%	375
2025 Q2	$295K	Buy	2,823 +654	+30%	+$68K	0.03%	325
2025 Q1	$229K	Sell	2,169 -2,290	-51%	-$244K	0.02%	349
2024 Q4	$475K	Buy	4,459 +549	+14%	+$59K	0.05%	218
2024 Q3	$425K	Buy	+3,910	New	+$421K	0.05%	219
2024 Q2	–	Sell	-2,418	Closed	-$260K	–	253
2024 Q1	$260K	Buy	+2,418	New	+$261K	0.04%	279
2021 Q4	–	Sell	-1,748	Closed	-$203K	–	314
2021 Q3	$203K	Buy	+1,748	New	+$205K	0.04%	276

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its iShares National Muni Bond ETF (MUB) stake by 76% in Q2 2026, buying an estimated $791K and bringing the position to 17,150 shares worth $1.85M. The position accounts for 0.11% of the portfolio, ranked #142.

Keystone Financial Group (Kentucky) first reported a position in MUB in Q3 2021 and has held it in 10 quarters since. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Keystone Financial Group (Kentucky) held 17,150 shares of iShares National Muni Bond ETF worth $1.85M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 7,394 iShares National Muni Bond ETF shares in Q2 2026, an estimated $791K.
iShares National Muni Bond ETF made up 0.11% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #142 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 10 quarters since.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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