Keystone Financial Services (Colorado)’s iShares National Muni Bond ETF MUB Stock Holding History

Keystone Financial Services (Colorado)’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	$1.41M	Buy	13,128 +902	+7%	+$96.5K	0.36%	37
2026 Q1	$1.3M	Sell	12,226 -118	-1%	-$12.7K	0.38%	35
2025 Q4	$1.32M	Buy	12,344 +229	+2%	+$24.5K	0.4%	33
2025 Q3	$1.29M	Buy	12,115 +851	+8%	+$89.1K	0.4%	33
2025 Q2	$1.18M	Sell	11,264 -10	-0.1%	-$1.04K	0.4%	33
2025 Q1	$1.19M	Buy	+11,274	New	+$1.2M	0.45%	29

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 22.96% 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 Services (Colorado)'s MUB Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its iShares National Muni Bond ETF (MUB) stake by 7.4% in Q2 2026, buying an estimated $96.5K and bringing the position to 13,128 shares worth $1.41M. The position accounts for 0.36% of the portfolio, ranked #37.

Keystone Financial Services (Colorado) first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. 1,642 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Keystone Financial Services (Colorado) held 13,128 shares of iShares National Muni Bond ETF worth $1.41M as of Q2 2026.
Keystone Financial Services (Colorado) bought 902 iShares National Muni Bond ETF shares in Q2 2026, an estimated $96.5K.
iShares National Muni Bond ETF made up 0.36% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #37 holding.
Keystone Financial Services (Colorado) first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,642 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.