CS
MUB icon

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
Q2 		$268K Sell
2,491
-1,050
-30% -$112K ﹤0.01% 386
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 $1.55T 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

Cannell & Spears's MUB Position: Q2 2026 in Review

Cannell & Spears reduced its iShares National Muni Bond ETF (MUB) stake by 30% in Q2 2026, selling an estimated $112K and leaving 2,491 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Cannell & Spears first reported a position in MUB in Q2 2025 and has held it in 4 quarters since. The position peaked at $508K in Q3 2025. 1,640 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cannell & Spears held 2,491 shares of iShares National Muni Bond ETF worth $268K as of Q2 2026.
  • Cannell & Spears sold 1,050 iShares National Muni Bond ETF shares in Q2 2026, an estimated $112K.
  • iShares National Muni Bond ETF made up ﹤0.01% of Cannell & Spears's portfolio in Q2 2026, its #386 holding.
  • Cannell & Spears first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Cannell & Spears's iShares National Muni Bond ETF position peaked at $508K in Q3 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.