KM Capital Management
MUB icon

KM Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

KM Capital 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
Q3 		– Sell
-6,093
Closed -$656K – 50
2026
Q2 		$656K Buy
+6,093
New +$652K 0.31% 36
2026
Q1 		– Sell
-11,077
Closed -$1.19M – 90
2025
Q4 		$1.19M Buy
11,077
+394
+4% +$42.2K 0.61% 30
2025
Q3 		$1.14M Buy
10,683
+5,920
+124% +$620K 0.53% 32
2025
Q2 		$498K Buy
+4,763
New +$495K 0.25% 38

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

KM Capital Management's MUB Position: Q3 2026 in Review

KM Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2026, closing a stake of 6,093 shares — an estimated $656K sold.

KM Capital Management first reported a position in MUB in Q2 2025 and held it in 4 quarters. The position peaked at $1.19M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • KM Capital Management reported no remaining iShares National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • KM Capital Management sold 6,093 iShares National Muni Bond ETF shares in Q3 2026, an estimated $656K.
  • KM Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and held it in 4 quarters.
  • KM Capital Management's iShares National Muni Bond ETF position peaked at $1.19M in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on KM Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.