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 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 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

Kingdom Financial Group's MUB Position: Q1 2026 in Review

Kingdom Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 90% in Q1 2026, selling an estimated $19M and leaving 19,944 shares worth $2.12M. The position accounts for 0.61% of the portfolio, ranked #19.

Kingdom Financial Group first reported a position in MUB in Q2 2023 and has held it in 12 quarters since. The position peaked at $21.1M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Kingdom Financial Group held 19,944 shares of iShares National Muni Bond ETF worth $2.12M as of Q1 2026.
Kingdom Financial Group sold 176,990 iShares National Muni Bond ETF shares in Q1 2026, an estimated $19M.
iShares National Muni Bond ETF made up 0.61% of Kingdom Financial Group's portfolio in Q1 2026, its #19 holding.
Kingdom Financial Group first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 12 quarters since.
Kingdom Financial Group's iShares National Muni Bond ETF position peaked at $21.1M in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.