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KRM Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

KRM Wealth 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 		$803K Buy
7,465
+144
+2% +$15.4K 0.35% 21
2026
Q1 		$777K Buy
7,321
+39
+0.5% +$4.19K 0.4% 20
2025
Q4 		$780K Buy
+7,282
New +$780K 0.43% 20

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KRM Wealth Management's MUB Position: Q2 2026 in Review

KRM Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 2% in Q2 2026, buying an estimated $15.4K and bringing the position to 7,465 shares worth $803K. The position accounts for 0.35% of the portfolio, ranked #21.

KRM Wealth Management first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 1,316 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • KRM Wealth Management held 7,465 shares of iShares National Muni Bond ETF worth $803K as of Q2 2026.
  • KRM Wealth Management bought 144 iShares National Muni Bond ETF shares in Q2 2026, an estimated $15.4K.
  • iShares National Muni Bond ETF made up 0.35% of KRM Wealth Management's portfolio in Q2 2026, its #21 holding.
  • KRM Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,316 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on KRM Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.