KFG
MUB icon

Kingdom Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Kingdom Financial 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
Q2 		$2.83M Buy
26,256
+6,312
+32% +$675K 0.72% 18
2026
Q1 		$2.12M Sell
19,944
-176,990
-90% -$19M 0.61% 19
2025
Q4 		$21.1M Buy
196,934
+133,182
+209% +$14.3M 6.52% 4
2025
Q3 		$6.79M Buy
63,752
+8,420
+15% +$881K 4.15% 4
2025
Q2 		$5.78M Sell
55,332
-80,471
-59% -$8.37M 5.05% 4
2025
Q1 		$14.3M Sell
135,803
-16,912
-11% -$1.8M 10.5% 2
2024
Q4 		$16.3M Sell
152,715
-1,117
-0.7% -$120K 11.12% 2
2024
Q3 		$16.7M Buy
153,832
+1,326
+0.9% +$143K 12.49% 1
2024
Q2 		$16.2M Buy
152,506
+11,861
+8% +$1.26M 11% 2
2024
Q1 		$15.1M Buy
140,645
+25,796
+22% +$2.78M 10.64% 2
2023
Q4 		$12.5M Sell
114,849
-7,945
-6% -$830K 10.85% 1
2023
Q3 		$12.6M Buy
122,794
+7,503
+7% +$791K 11.86% 1
2023
Q2 		$12.3M Buy
+115,291
New +$12.3M 12.07% 1

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

Kingdom Financial Group's MUB Position: Q2 2026 in Review

Kingdom Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 32% in Q2 2026, buying an estimated $675K and bringing the position to 26,256 shares worth $2.83M. The position accounts for 0.72% of the portfolio, ranked #18.

Kingdom Financial Group first reported a position in MUB in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.1M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Kingdom Financial Group held 26,256 shares of iShares National Muni Bond ETF worth $2.83M as of Q2 2026.
  • Kingdom Financial Group bought 6,312 iShares National Muni Bond ETF shares in Q2 2026, an estimated $675K.
  • iShares National Muni Bond ETF made up 0.72% of Kingdom Financial Group's portfolio in Q2 2026, its #18 holding.
  • Kingdom Financial Group first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Kingdom Financial Group's iShares National Muni Bond ETF position peaked at $21.1M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.