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KFA Private Wealth Group’s iShares National Muni Bond ETF MUB Stock Holding History

KFA Private Wealth Group’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 		$343K Buy
3,231
+9
+0.3% +$968 0.08% 118
2025
Q4 		$345K Buy
3,222
+42
+1% +$4.5K 0.08% 109
2025
Q3 		$339K Sell
3,180
-2,029
-39% -$212K 0.1% 94
2025
Q2 		$544K Sell
5,209
-384
-7% -$39.9K 0.17% 70
2025
Q1 		$590K Buy
5,593
+624
+13% +$66.4K 0.21% 56
2024
Q4 		$529K Buy
4,969
+1,233
+33% +$132K 0.22% 42
2024
Q3 		$406K Sell
3,736
-113
-3% -$12.2K 0.19% 52
2024
Q2 		$410K Sell
3,849
-2,389
-38% -$254K 0.21% 49
2024
Q1 		$671K Buy
6,238
+787
+14% +$84.9K 0.21% 46
2023
Q4 		$591K Buy
5,451
+27
+0.5% +$2.82K 0.21% 41
2023
Q3 		$556K Buy
5,424
+1,300
+32% +$137K 0.23% 40
2023
Q2 		$440K Sell
4,124
-207
-5% -$22.1K 0.18% 48
2023
Q1 		$467K Buy
4,331
+17
+0.4% +$1.82K 0.21% 46
2022
Q4 		$455K Sell
4,314
-5,038
-54% -$525K 0.23% 39
2022
Q3 		$959K Buy
9,352
+37
+0.4% +$3.93K 0.51% 26
2022
Q2 		$991K Sell
9,315
-183
-2% -$19.5K 0.55% 30
2022
Q1 		$1.04M Sell
9,498
-11
-0.1% -$1.24K 0.52% 29
2021
Q4 		$1.11M Sell
9,509
-107
-1% -$12.4K 0.55% 26
2021
Q3 		$1.12M Buy
9,616
+785
+9% +$92K 0.61% 24
2021
Q2 		$1.03M Buy
8,831
+518
+6% +$60.5K 0.57% 26
2021
Q1 		$965K Buy
8,313
+1,461
+21% +$170K 0.56% 28
2020
Q4 		$803K Sell
6,852
-56
-0.8% -$6.5K 0.51% 29
2020
Q3 		$801K Buy
+6,908
New +$803K 0.6% 28
2020
Q2 		– Sell
-6,225
Closed -$703K – 51
2020
Q1 		$703K Buy
6,225
+915
+17% +$104K 0.83% 17
2019
Q4 		$605K Buy
+5,310
New +$605K 0.56% 23

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KFA Private Wealth Group's MUB Position: Q1 2026 in Review

KFA Private Wealth Group increased its iShares National Muni Bond ETF (MUB) stake by 0.28% in Q1 2026, buying an estimated $968 and bringing the position to 3,231 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #118.

KFA Private Wealth Group first reported a position in MUB in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.12M in Q3 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • KFA Private Wealth Group held 3,231 shares of iShares National Muni Bond ETF worth $343K as of Q1 2026.
  • KFA Private Wealth Group bought 9 iShares National Muni Bond ETF shares in Q1 2026, an estimated $968.
  • iShares National Muni Bond ETF made up 0.08% of KFA Private Wealth Group's portfolio in Q1 2026, its #118 holding.
  • KFA Private Wealth Group first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • KFA Private Wealth Group's iShares National Muni Bond ETF position peaked at $1.12M in Q3 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.