L.K. Benson & Company’s iShares National Muni Bond ETF MUB Stock Holding History

L.K. Benson & Company’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	$825K	Buy	7,663 +19	+0.2%	+$2.03K	0.25%	59
2026 Q1	$811K	Buy	7,644 +14	+0.2%	+$1.5K	0.27%	57
2025 Q4	$817K	Sell	7,630 -937	-11%	-$100K	0.41%	57
2025 Q3	$912K	Buy	8,567 +367	+4%	+$38.4K	0.49%	46
2025 Q2	$857K	Hold	8,200	–	–	0.53%	45
2025 Q1	$865K	Hold	8,200	–	–	0.6%	39
2024 Q4	$874K	Buy	+8,200	New	+$881K	0.62%	37

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

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

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

L.K. Benson & Company's MUB Position: Q2 2026 in Review

L.K. Benson & Company increased its iShares National Muni Bond ETF (MUB) stake by 0.25% in Q2 2026, buying an estimated $2.03K and bringing the position to 7,663 shares worth $825K. The position accounts for 0.25% of the portfolio, ranked #59.

L.K. Benson & Company first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $912K in Q3 2025. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

L.K. Benson & Company held 7,663 shares of iShares National Muni Bond ETF worth $825K as of Q2 2026.
L.K. Benson & Company bought 19 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.03K.
iShares National Muni Bond ETF made up 0.25% of L.K. Benson & Company's portfolio in Q2 2026, its #59 holding.
L.K. Benson & Company first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's iShares National Muni Bond ETF position peaked at $912K in Q3 2025.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.