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

KFG Wealth Management’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	$278K	Buy	+2,585	New	+$276K	0.03%	187
2025 Q4	–	Sell	-1,956	Closed	-$208K	–	225
2025 Q3	$208K	Sell	1,956 -368	-16%	-$38.5K	0.03%	200
2025 Q2	$243K	Sell	2,324 -501	-18%	-$52.1K	0.04%	178
2025 Q1	$298K	Buy	2,825 +407	+17%	+$43.3K	0.05%	157
2024 Q4	$258K	Sell	2,418 -40	-2%	-$4.3K	0.05%	161
2024 Q3	$267K	Hold	2,458	–	–	0.06%	153
2024 Q2	$262K	Hold	2,458	–	–	0.1%	135
2024 Q1	$264K	Hold	2,458	–	–	0.11%	131
2023 Q4	$266K	Sell	2,458 -2,550	-51%	-$266K	0.12%	112
2023 Q3	$514K	Sell	5,008 -626	-11%	-$66K	0.28%	71
2023 Q2	$601K	Hold	5,634	–	–	0.35%	48
2023 Q1	$610K	Sell	5,634 -342	-6%	-$36.5K	0.42%	36
2022 Q4	$631K	Buy	+5,976	New	+$623K	0.65%	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

KFG Wealth Management's MUB Position: Q2 2026 in Review

KFG Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 2,585 shares worth $278K. The stake represents 0.03% of the portfolio and ranks #187 among its holdings. This is a return to the name: KFG Wealth Management previously reported a position in MUB as recently as Q3 2025.

KFG Wealth Management first reported a position in MUB in Q4 2022 and has held it in 13 quarters since. The position peaked at $631K in Q4 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

KFG Wealth Management held 2,585 shares of iShares National Muni Bond ETF worth $278K as of Q2 2026.
iShares National Muni Bond ETF was a new KFG Wealth Management position in Q2 2026.
iShares National Muni Bond ETF made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #187 holding.
KFG Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 13 quarters since.
KFG Wealth Management's iShares National Muni Bond ETF position peaked at $631K in Q4 2022.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.