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Cannell & Spears’s iShares National Muni Bond ETF MUB Stock Holding History

Cannell & Spears’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
Q1 		$376K Buy
+3,541
New +$381K 0.01% 332
2025
Q4 		– Sell
-4,766
Closed -$508K – 427
2025
Q3 		$508K Buy
4,766
+1,502
+46% +$157K 0.01% 284
2025
Q2 		$341K Buy
+3,264
New +$339K 0.01% 321

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cannell & Spears's MUB Position: Q1 2026 in Review

Cannell & Spears opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 3,541 shares worth $376K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Cannell & Spears previously reported a position in MUB as recently as Q3 2025.

Cannell & Spears first reported a position in MUB in Q2 2025 and has held it in 3 quarters since. The position peaked at $508K in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Cannell & Spears held 3,541 shares of iShares National Muni Bond ETF worth $376K as of Q1 2026.
  • iShares National Muni Bond ETF was a new Cannell & Spears position in Q1 2026.
  • iShares National Muni Bond ETF made up 0.01% of Cannell & Spears's portfolio in Q1 2026, its #332 holding.
  • Cannell & Spears first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Cannell & Spears's iShares National Muni Bond ETF position peaked at $508K in Q3 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.