Kohmann Bosshard Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Kohmann Bosshard Financial Services’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	-6,205	Closed	-$659K	–	234
2026 Q1	$659K	Sell	6,205 -233	-4%	-$25.1K	0.06%	106
2025 Q4	$690K	Buy	+6,438	New	+$689K	0.06%	128
2025 Q1	–	Sell	-248	Closed	-$26.4K	–	601
2024 Q4	$26.4K	Buy	+248	New	+$26.6K	﹤0.01%	400
2021 Q2	–	Sell	-2,835	Closed	-$329K	–	110
2021 Q1	$329K	Buy	2,835 +4	+0.1%	+$467	0.09%	80
2020 Q4	$332K	Buy	2,831 +161	+6%	+$18.7K	0.1%	78
2020 Q3	$310K	Buy	2,670 +1,238	+86%	+$144K	0.11%	75
2020 Q2	$166K	Hold	1,432	–	–	0.06%	99
2020 Q1	$162K	Hold	1,432	–	–	0.07%	90
2019 Q4	$163K	Hold	1,432	–	–	0.06%	88
2019 Q3	$163K	Hold	1,432	–	–	0.06%	86
2019 Q2	$162K	Buy	+1,432	New	+$160K	0.07%	89

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Kohmann Bosshard Financial Services's MUB Position: Q2 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 6,205 shares — an estimated $659K sold.

Kohmann Bosshard Financial Services first reported a position in MUB in Q2 2019 and held it in 11 quarters. The position peaked at $690K in Q4 2025. 619 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Kohmann Bosshard Financial Services reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 6,205 iShares National Muni Bond ETF shares in Q2 2026, an estimated $659K.
Kohmann Bosshard Financial Services first reported a position in iShares National Muni Bond ETF in Q2 2019 and held it in 11 quarters.
Kohmann Bosshard Financial Services's iShares National Muni Bond ETF position peaked at $690K in Q4 2025.
619 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.