Koshinski Asset Management
MUB icon

Koshinski Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Koshinski Asset 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 		$1.46M Buy
13,598
+828
+6% +$88.6K 0.08% 223
2026
Q1 		$1.36M Sell
12,770
-87
-0.7% -$9.35K 0.08% 215
2025
Q4 		$1.38M Buy
12,857
+666
+5% +$71.3K 0.09% 212
2025
Q3 		$1.3M Buy
12,191
+379
+3% +$39.7K 0.09% 221
2025
Q2 		$1.23M Buy
11,812
+754
+7% +$78.4K 0.09% 215
2025
Q1 		$1.17M Buy
11,058
+1,450
+15% +$154K 0.1% 208
2024
Q4 		$1.02B Sell
9,608
-145
-1% -$15.6K 0.09% 235
2024
Q3 		$1.06M Buy
9,753
+208
+2% +$22.4K 0.09% 228
2024
Q2 		$1.02M Buy
9,545
+2,504
+36% +$267K 0.09% 216
2024
Q1 		$758K Sell
7,041
-4,378
-38% -$472K 0.08% 248
2023
Q4 		$1.24M Buy
11,419
+6,070
+113% +$634K 0.19% 144
2023
Q3 		$548K Sell
5,349
-172
-3% -$18.1K 0.06% 299
2023
Q2 		$589K Buy
+5,521
New +$590K 0.06% 307
2023
Q1 		– Sell
-2,888
Closed -$305K – 601
2022
Q4 		$305K Buy
+2,888
New +$301K 0.03% 455
2022
Q2 		– Sell
-1,609
Closed -$176K – 1464
2022
Q1 		$176K Sell
1,609
-178
-10% -$20.1K 0.01% 630
2021
Q4 		$208K Buy
1,787
+205
+13% +$23.8K 0.02% 613
2021
Q3 		$184K Sell
1,582
-382
-19% -$44.8K 0.02% 636
2021
Q2 		$230K Buy
+1,964
New +$230K 0.03% 503

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

Koshinski Asset Management's MUB Position: Q2 2026 in Review

Koshinski Asset Management increased its iShares National Muni Bond ETF (MUB) stake by 6.5% in Q2 2026, buying an estimated $88.6K and bringing the position to 13,598 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #223.

Koshinski Asset Management first reported a position in MUB in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.02B in Q4 2024. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Koshinski Asset Management held 13,598 shares of iShares National Muni Bond ETF worth $1.46M as of Q2 2026.
  • Koshinski Asset Management bought 828 iShares National Muni Bond ETF shares in Q2 2026, an estimated $88.6K.
  • iShares National Muni Bond ETF made up 0.08% of Koshinski Asset Management's portfolio in Q2 2026, its #223 holding.
  • Koshinski Asset Management first reported a position in iShares National Muni Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Koshinski Asset Management's iShares National Muni Bond ETF position peaked at $1.02B in Q4 2024.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.