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Keystone Wealth Services’s iShares National Muni Bond ETF MUB Stock Holding History

Keystone Wealth Services’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 		$1.74M Sell
16,198
-369
-2% -$39.5K 0.32% 72
2026
Q1 		$1.76M Buy
16,567
+396
+2% +$42.6K 0.38% 63
2025
Q4 		$1.73M Sell
16,171
-725
-4% -$77.6K 0.37% 57
2025
Q3 		$1.8M Sell
16,896
-99
-0.6% -$10.4K 0.39% 59
2025
Q2 		$1.78M Sell
16,995
-1,126
-6% -$117K 0.43% 54
2025
Q1 		$1.91M Sell
18,121
-194
-1% -$20.6K 0.52% 42
2024
Q4 		$1.95M Sell
18,315
-1,435
-7% -$154K 0.52% 41
2024
Q3 		$2.15M Sell
19,750
-702
-3% -$75.7K 0.59% 38
2024
Q2 		$2.18M Sell
20,452
-160
-0.8% -$17K 0.68% 34
2024
Q1 		$2.22M Sell
20,612
-1,904
-8% -$205K 0.72% 33
2023
Q4 		$2.44M Sell
22,516
-3,318
-13% -$347K 0.84% 27
2023
Q3 		$2.65M Sell
25,834
-23
-0.1% -$2.43K 1.01% 22
2023
Q2 		$2.76M Sell
25,857
-923
-3% -$98.7K 1.03% 22
2023
Q1 		$2.89M Sell
26,780
-431
-2% -$46.1K 1.18% 19
2022
Q4 		$2.87M Sell
27,211
-1,896
-7% -$198K 1.25% 17
2022
Q3 		$2.99M Sell
29,107
-7,684
-21% -$817K 1.41% 17
2022
Q2 		$3.91M Sell
36,791
-1,925
-5% -$205K 1.75% 14
2022
Q1 		$4.25M Buy
38,716
+6,384
+20% +$720K 1.68% 15
2021
Q4 		$3.76M Buy
+32,332
New +$3.75M 1.53% 15

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 22.96% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Keystone Wealth Services's MUB Position: Q2 2026 in Review

Keystone Wealth Services reduced its iShares National Muni Bond ETF (MUB) stake by 2.2% in Q2 2026, selling an estimated $39.5K and leaving 16,198 shares worth $1.74M. The position accounts for 0.32% of the portfolio, ranked #72.

Keystone Wealth Services first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.25M in Q1 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Keystone Wealth Services held 16,198 shares of iShares National Muni Bond ETF worth $1.74M as of Q2 2026.
  • Keystone Wealth Services sold 369 iShares National Muni Bond ETF shares in Q2 2026, an estimated $39.5K.
  • iShares National Muni Bond ETF made up 0.32% of Keystone Wealth Services's portfolio in Q2 2026, its #72 holding.
  • Keystone Wealth Services first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's iShares National Muni Bond ETF position peaked at $4.25M in Q1 2022.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.