KFA Private Wealth Group
MUB icon

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
Q3 		$289K Sell
2,858
-1,116
-28% -$117K 0.07% 121
2026
Q2 		$428K Buy
3,974
+743
+23% +$79.5K 0.1% 91
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 		$1.04M 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

KFA Private Wealth Group's MUB Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares National Muni Bond ETF (MUB) stake by 28% in Q3 2026, selling an estimated $117K and leaving 2,858 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #121.

KFA Private Wealth Group first reported a position in MUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.12M in Q3 2021. 502 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • KFA Private Wealth Group held 2,858 shares of iShares National Muni Bond ETF worth $289K as of Q3 2026.
  • KFA Private Wealth Group sold 1,116 iShares National Muni Bond ETF shares in Q3 2026, an estimated $117K.
  • iShares National Muni Bond ETF made up 0.07% of KFA Private Wealth Group's portfolio in Q3 2026, its #121 holding.
  • KFA Private Wealth Group first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • KFA Private Wealth Group's iShares National Muni Bond ETF position peaked at $1.12M in Q3 2021.
  • 502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.