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

Keyvantage Wealth’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	$711K	Sell	6,698 -5	-0.1%	-$538	0.31%	48
2025 Q4	$718K	Sell	6,703 -74	-1%	-$7.92K	0.31%	46
2025 Q3	$722K	Sell	6,777 -67	-1%	-$7.01K	0.3%	47
2025 Q2	$715K	Sell	6,844 -2,428	-26%	-$252K	0.32%	40
2025 Q1	$978K	Sell	9,272 -6,359	-41%	-$676K	0.48%	31
2024 Q4	$1.67M	Buy	+15,631	New	+$1.68M	1.19%	22

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

Keyvantage Wealth's MUB Position: Q1 2026 in Review

Keyvantage Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 0.07% in Q1 2026, selling an estimated $538 and leaving 6,698 shares worth $711K. The position accounts for 0.31% of the portfolio, ranked #48.

Keyvantage Wealth first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Keyvantage Wealth held 6,698 shares of iShares National Muni Bond ETF worth $711K as of Q1 2026.
Keyvantage Wealth sold 5 iShares National Muni Bond ETF shares in Q1 2026, an estimated $538.
iShares National Muni Bond ETF made up 0.31% of Keyvantage Wealth's portfolio in Q1 2026, its #48 holding.
Keyvantage Wealth first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's iShares National Muni Bond ETF position peaked at $1.67M in Q4 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.