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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s MUB Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares National Muni Bond ETF (MUB) stake by 337% in Q1 2026, buying an estimated $809K and bringing the position to 9,756 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #193.

Keystone Financial Group (Kentucky) first reported a position in MUB in Q3 2021 and has held it in 9 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Keystone Financial Group (Kentucky) held 9,756 shares of iShares National Muni Bond ETF worth $1.04M as of Q1 2026.
Keystone Financial Group (Kentucky) bought 7,523 iShares National Muni Bond ETF shares in Q1 2026, an estimated $809K.
iShares National Muni Bond ETF made up 0.07% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #193 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 9 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.