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

Kingsview 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 		$7.13M Buy
66,258
+3,045
+5% +$326K 0.09% 213
2026
Q1 		$6.71M Sell
63,213
-1,970
-3% -$212K 0.09% 233
2025
Q4 		$6.98M Buy
65,183
+17,612
+37% +$1.89M 0.1% 203
2025
Q3 		$5.07M Buy
47,571
+5,945
+14% +$622K 0.08% 265
2025
Q2 		$4.35M Sell
41,626
-36,673
-47% -$3.81M 0.07% 271
2025
Q1 		$8.26M Buy
78,299
+5,774
+8% +$614K 0.16% 147
2024
Q4 		$7.73M Buy
72,525
+21,338
+42% +$2.29M 0.15% 151
2024
Q3 		$5.56M Buy
51,187
+3,078
+6% +$332K 0.12% 184
2024
Q2 		$5.13M Buy
48,109
+5,388
+13% +$574K 0.12% 182
2024
Q1 		$4.6M Sell
42,721
-1,493
-3% -$161K 0.12% 183
2023
Q4 		$4.79M Sell
44,214
-21,894
-33% -$2.29M 0.14% 159
2023
Q3 		$6.78M Buy
66,108
+15,276
+30% +$1.61M 0.24% 95
2023
Q2 		$5.43M Buy
50,832
+539
+1% +$57.6K 0.21% 104
2023
Q1 		$5.42M Sell
50,293
-195
-0.4% -$20.8K 0.23% 97
2022
Q4 		$5.33M Buy
50,488
+24,197
+92% +$2.52M 0.23% 105
2022
Q3 		$2.7M Buy
26,291
+8,703
+49% +$925K 0.13% 181
2022
Q2 		$1.87M Buy
17,588
+2,542
+17% +$271K 0.09% 229
2022
Q1 		$1.65M Buy
15,046
+1,437
+11% +$162K 0.07% 271
2021
Q4 		$1.58M Sell
13,609
-191
-1% -$22.2K 0.07% 289
2021
Q3 		$1.6M Buy
13,800
+1,299
+10% +$152K 0.08% 269
2021
Q2 		$1.46M Buy
12,501
+136
+1% +$15.9K 0.07% 288
2021
Q1 		$1.43M Buy
12,365
+5,166
+72% +$603K 0.08% 257
2020
Q4 		$844K Buy
7,199
+1,022
+17% +$119K 0.06% 312
2020
Q3 		$716K Sell
6,177
-656
-10% -$76.2K 0.06% 289
2020
Q2 		$789K Buy
6,833
+344
+5% +$39K 0.08% 245
2020
Q1 		$733K Buy
6,489
+3,466
+115% +$396K 0.1% 216
2019
Q4 		$344K Sell
3,023
-315
-9% -$35.9K 0.04% 345
2019
Q3 		$381K Sell
3,338
-1,807
-35% -$206K 0.06% 299
2019
Q2 		$582K Hold
5,145
– – 0.1% 221
2019
Q1 		$572K Buy
5,145
+2,573
+100% +$282K 0.09% 244
2018
Q4 		$280K Hold
2,572
– – 0.06% 295
2018
Q3 		$278K Hold
2,572
– – 0.06% 299
2018
Q2 		$280K Hold
2,572
– – 0.07% 271
2018
Q1 		$280K Hold
2,572
– – 0.07% 263
2017
Q4 		$285K Hold
2,572
– – 0.1% 252
2017
Q3 		$285K Hold
2,572
– – 0.13% 218
2017
Q2 		$283K Sell
2,572
-120
-4% -$13.2K 0.15% 192
2017
Q1 		$293K Buy
+2,692
New +$292K 0.17% 178

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

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

Kingsview Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 4.8% in Q2 2026, buying an estimated $326K and bringing the position to 66,258 shares worth $7.13M. The position accounts for 0.09% of the portfolio, ranked #213.

Kingsview Wealth Management first reported a position in MUB in Q1 2017 and has held it in 38 quarters since. The position peaked at $8.26M in Q1 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Kingsview Wealth Management held 66,258 shares of iShares National Muni Bond ETF worth $7.13M as of Q2 2026.
  • Kingsview Wealth Management bought 3,045 iShares National Muni Bond ETF shares in Q2 2026, an estimated $326K.
  • iShares National Muni Bond ETF made up 0.09% of Kingsview Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Kingsview Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's iShares National Muni Bond ETF position peaked at $8.26M in Q1 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.