KWMG LLC’s iShares National Muni Bond ETF MUB Stock Holding History

KWMG LLC’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	$1.82M	Sell	16,953 -685	-4%	-$73.3K	0.13%	90
2026 Q1	$1.87M	Sell	17,638 -1,056	-6%	-$114K	0.16%	91
2025 Q4	$2M	Sell	18,694 -2,643	-12%	-$283K	0.17%	90
2025 Q3	$2.27M	Buy	21,337 +2,579	+14%	+$270K	0.2%	92
2025 Q2	$1.96M	Sell	18,758 -8,387	-31%	-$872K	0.18%	95
2025 Q1	$2.86M	Buy	27,145 +476	+2%	+$50.6K	0.29%	91
2024 Q4	$2.84M	Sell	26,669 -3,056	-10%	-$328K	0.29%	91
2024 Q3	$3.23M	Buy	29,725 +955	+3%	+$103K	0.32%	91
2024 Q2	$3.07M	Buy	28,770 +156	+0.5%	+$16.6K	0.33%	90
2024 Q1	$3.08M	Buy	28,614 +3,191	+13%	+$344K	0.34%	90
2023 Q4	$2.76M	Sell	25,423 -1,166	-4%	-$122K	0.32%	90
2023 Q3	$2.73M	Buy	26,589 +1,439	+6%	+$152K	0.34%	91
2023 Q2	$2.68M	Buy	25,150 +1,329	+6%	+$142K	0.33%	91
2023 Q1	$2.57M	Buy	23,821 +1,777	+8%	+$190K	0.35%	92
2022 Q4	$2.33M	Buy	22,044 +846	+4%	+$88.2K	0.33%	93
2022 Q3	$2.17M	Buy	21,198 +2,454	+13%	+$261K	0.33%	94
2022 Q2	$1.99M	Sell	18,744 -2,657	-12%	-$284K	0.3%	97
2022 Q1	$2.35M	Buy	21,401 +119	+0.6%	+$13.4K	0.32%	93
2021 Q4	$2.48M	Buy	21,282 +2,340	+12%	+$272K	0.33%	95
2021 Q3	$2.2M	Buy	18,942 +1,393	+8%	+$163K	0.32%	94
2021 Q2	$2.06M	Sell	17,549 -95	-0.5%	-$11.1K	0.31%	96
2021 Q1	$2.05M	Buy	17,644 +521	+3%	+$60.8K	0.33%	96
2020 Q4	$2.01M	Buy	17,123 +594	+4%	+$69K	0.36%	97
2020 Q3	$1.92M	Buy	16,529 +1,747	+12%	+$203K	0.39%	84
2020 Q2	$1.71M	Buy	14,782 +3,259	+28%	+$370K	0.37%	84
2020 Q1	$1.3M	Sell	11,523 -793	-6%	-$90.5K	0.35%	83
2019 Q4	$1.4M	Buy	12,316 +812	+7%	+$92.5K	0.31%	82
2019 Q3	$1.31M	Buy	11,504 +100	+0.9%	+$11.4K	0.32%	82
2019 Q2	$1.29M	Sell	11,404 -3,417	-23%	-$383K	0.31%	79
2019 Q1	$1.65M	Sell	14,821 -108	-0.7%	-$11.8K	0.41%	73
2018 Q4	$1.63M	Sell	14,929 -10,336	-41%	-$1.11M	0.45%	77
2018 Q3	$2.73M	Buy	25,265 +41	+0.2%	+$4.46K	0.7%	29
2018 Q2	$2.75M	Sell	25,224 -2,352	-9%	-$255K	0.75%	28
2018 Q1	$3M	Buy	27,576 +3,383	+14%	+$369K	0.88%	23
2017 Q4	$2.68M	Sell	24,193 -2,668	-10%	-$295K	0.81%	24
2017 Q3	$2.98M	Buy	26,861 +846	+3%	+$93.9K	0.98%	23
2017 Q2	$2.87M	Buy	26,015 +2,878	+12%	+$316K	1.01%	22
2017 Q1	$2.52M	Buy	23,137 +16,213	+234%	+$1.76M	0.97%	22
2016 Q4	$749K	Sell	6,924 -5,159	-43%	-$565K	0.33%	91
2016 Q3	$1.36M	Buy	12,083 +864	+8%	+$97.9K	0.66%	39
2016 Q2	$1.28M	Buy	11,219 +704	+7%	+$79.2K	0.69%	36
2016 Q1	$1.17M	Buy	10,515 +511	+5%	+$56.9K	0.69%	36
2015 Q4	$1.11M	Buy	10,004 +4,597	+85%	+$504K	0.75%	34
2015 Q3	$592K	Sell	5,407 -674	-11%	-$73.3K	0.45%	67
2015 Q2	$658K	Buy	6,081 +2,134	+54%	+$233K	0.48%	56
2015 Q1	$430K	Buy	3,947 +45	+1%	+$4.98K	0.34%	83
2014 Q4	$432K	Buy	+3,902	New	+$429K	0.36%	66

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KWMG LLC's MUB Position: Q2 2026 in Review

KWMG LLC reduced its iShares National Muni Bond ETF (MUB) stake by 3.9% in Q2 2026, selling an estimated $73.3K and leaving 16,953 shares worth $1.82M. The position accounts for 0.13% of the portfolio, ranked #90.

KWMG LLC first reported a position in MUB in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.23M in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

KWMG LLC held 16,953 shares of iShares National Muni Bond ETF worth $1.82M as of Q2 2026.
KWMG LLC sold 685 iShares National Muni Bond ETF shares in Q2 2026, an estimated $73.3K.
iShares National Muni Bond ETF made up 0.13% of KWMG LLC's portfolio in Q2 2026, its #90 holding.
KWMG LLC first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 47 quarters since.
KWMG LLC's iShares National Muni Bond ETF position peaked at $3.23M in Q3 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.