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KMG Fiduciary Partners’s iShares National Muni Bond ETF MUB Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-11,523
Closed -$1.22M – 244
2026
Q1 		$1.22M Sell
11,523
-238
-2% -$25.6K 0.09% 160
2025
Q4 		$1.26M Buy
11,761
+88
+0.8% +$9.42K 0.09% 153
2025
Q3 		$1.24M Sell
11,673
-20
-0.2% -$2.09K 0.08% 173
2025
Q2 		$1.22M Buy
11,693
+57
+0.5% +$5.93K 0.09% 170
2025
Q1 		$1.23M Buy
11,636
+217
+2% +$23.1K 0.1% 169
2024
Q4 		$1.22M Buy
11,419
+306
+3% +$32.9K 0.1% 164
2024
Q3 		$1.21M Buy
11,113
+295
+3% +$31.8K 0.1% 160
2024
Q2 		$1.15M Buy
10,818
+495
+5% +$52.7K 0.11% 138
2024
Q1 		$1.11M Sell
10,323
-17
-0.2% -$1.83K 0.12% 136
2023
Q4 		$1.12M Sell
10,340
-6,378
-38% -$667K 0.13% 135
2023
Q3 		$1.71M Sell
16,718
-2,996
-15% -$316K 0.23% 103
2023
Q2 		$2.1M Buy
19,714
+4,567
+30% +$488K 0.27% 88
2023
Q1 		$1.63M Buy
15,147
+1,727
+13% +$185K 0.23% 108
2022
Q4 		$1.42M Buy
13,420
+4,204
+46% +$438K 0.23% 106
2022
Q3 		$945K Buy
9,216
+315
+4% +$33.5K 0.18% 106
2022
Q2 		$947K Buy
8,901
+541
+6% +$57.7K 0.18% 107
2022
Q1 		$917K Buy
8,360
+456
+6% +$51.5K 0.15% 114
2021
Q4 		$919K Buy
7,904
+1,658
+27% +$193K 0.14% 111
2021
Q3 		$726K Sell
6,246
-63
-1% -$7.38K 0.12% 117
2021
Q2 		$739K Buy
6,309
+340
+6% +$39.7K 0.13% 116
2021
Q1 		$693K Buy
5,969
+617
+12% +$72K 0.14% 112
2020
Q4 		$627K Buy
5,352
+108
+2% +$12.5K 0.13% 112
2020
Q3 		$608K Sell
5,244
-166
-3% -$19.3K 0.15% 102
2020
Q2 		$624K Buy
+5,410
New +$614K 0.17% 85

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

KMG Fiduciary Partners's MUB Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 11,523 shares — an estimated $1.22M sold.

KMG Fiduciary Partners first reported a position in MUB in Q2 2020 and held it in 24 quarters. The position peaked at $2.1M in Q2 2023. 308 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 11,523 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.22M.
  • KMG Fiduciary Partners first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 24 quarters.
  • KMG Fiduciary Partners's iShares National Muni Bond ETF position peaked at $2.1M in Q2 2023.
  • 308 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.