Kingswood Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Kingswood Wealth Advisors’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	$3.95M	Sell	36,657 -3,405	-8%	-$364K	0.16%	149
2026 Q1	$4.25M	Buy	40,062 +822	+2%	+$88.4K	0.2%	117
2025 Q4	$4.2M	Buy	39,240 +23,950	+157%	+$2.56M	0.2%	111
2025 Q3	$1.63M	Buy	15,290 +3,198	+26%	+$335K	0.1%	212
2025 Q2	$1.26M	Buy	12,092 +3,234	+37%	+$336K	0.1%	217
2025 Q1	$934K	Sell	8,858 -6,905	-44%	-$734K	0.09%	261
2024 Q4	$1.68M	Buy	15,763 +52	+0.3%	+$5.59K	0.13%	171
2024 Q3	$1.71M	Buy	15,711 +7,282	+86%	+$785K	0.12%	191
2024 Q2	$898K	Buy	8,429 +2,946	+54%	+$314K	0.08%	255
2024 Q1	$590K	Sell	5,483 -146	-3%	-$15.8K	0.07%	305
2023 Q4	$610K	Sell	5,629 -35	-0.6%	-$3.66K	0.07%	297
2023 Q3	$581K	Buy	+5,664	New	+$597K	0.1%	215

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

Kingswood Wealth Advisors's MUB Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 8.5% in Q2 2026, selling an estimated $364K and leaving 36,657 shares worth $3.95M. The position accounts for 0.16% of the portfolio, ranked #149.

Kingswood Wealth Advisors first reported a position in MUB in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.25M in Q1 2026. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Kingswood Wealth Advisors held 36,657 shares of iShares National Muni Bond ETF worth $3.95M as of Q2 2026.
Kingswood Wealth Advisors sold 3,405 iShares National Muni Bond ETF shares in Q2 2026, an estimated $364K.
iShares National Muni Bond ETF made up 0.16% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #149 holding.
Kingswood Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's iShares National Muni Bond ETF position peaked at $4.25M in Q1 2026.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.