Cannon Financial Strategists’s iShares National Muni Bond ETF MUB Stock Holding History

Cannon Financial Strategists’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	$2.73M	Sell	25,325 -3,311	-12%	-$354K	0.31%	33
2026 Q1	$3.04M	Sell	28,636 -220	-0.8%	-$23.7K	0.4%	22
2025 Q4	$3.09M	Buy	28,856 +1,024	+4%	+$110K	0.43%	20
2025 Q3	$2.96M	Sell	27,832 -45	-0.2%	-$4.71K	0.42%	20
2025 Q2	$2.91M	Sell	27,877 -37,481	-57%	-$3.9M	0.46%	19
2025 Q1	$6.89M	Buy	65,358 +9,491	+17%	+$1.01M	1.18%	16
2024 Q4	$5.95M	Sell	55,867 -108	-0.2%	-$11.6K	1.02%	17
2024 Q3	$6.08M	Buy	55,975 +5,023	+10%	+$541K	1.06%	16
2024 Q2	$5.43M	Buy	50,952 +375	+0.7%	+$39.9K	1.04%	16
2024 Q1	$5.44M	Buy	50,577 +373	+0.7%	+$40.3K	1.07%	16
2023 Q4	$5.44M	Buy	50,204 +557	+1%	+$58.2K	1.17%	16
2023 Q3	$5.09M	Buy	49,647 +5,467	+12%	+$577K	1.3%	15
2023 Q2	$4.72M	Sell	44,180 -668	-1%	-$71.4K	1.3%	17
2023 Q1	$4.83M	Buy	44,848 +489	+1%	+$52.3K	1.64%	14
2022 Q4	$4.68M	Buy	44,359 +15,821	+55%	+$1.65M	1.71%	15
2022 Q3	$2.93M	Sell	28,538 -8,947	-24%	-$951K	1.15%	18
2022 Q2	$3.99M	Sell	37,485 -24,328	-39%	-$2.6M	1.54%	14
2022 Q1	$6.78M	Buy	61,813 +5,815	+10%	+$656K	2.45%	11
2021 Q4	$6.51M	Buy	55,998 +2,750	+5%	+$319K	2.34%	11
2021 Q3	$6.19M	Buy	53,248 +3,234	+6%	+$379K	2.39%	10
2021 Q2	$5.86M	Buy	50,014 +1,562	+3%	+$183K	2.33%	11
2021 Q1	$5.62M	Buy	48,452 +3,352	+7%	+$391K	2.41%	11
2020 Q4	$5.29M	Sell	45,100 -2,106	-4%	-$245K	2.57%	10
2020 Q3	$5.47M	Buy	47,206 +7,377	+19%	+$857K	3.01%	10
2020 Q2	$4.6M	Buy	39,829 +1,488	+4%	+$169K	2.77%	10
2020 Q1	$4.33M	Buy	38,341 +226	+0.6%	+$25.8K	3.22%	10
2019 Q4	$4.34M	Buy	38,115 +10,736	+39%	+$1.22M	2.83%	11
2019 Q3	$3.12M	Buy	27,379 +1,901	+7%	+$217K	2.39%	11
2019 Q2	$2.88M	Sell	25,478 -62	-0.2%	-$6.94K	2.43%	11
2019 Q1	$2.84M	Buy	+25,540	New	+$2.8M	2.54%	11

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cannon Financial Strategists's MUB Position: Q2 2026 in Review

Cannon Financial Strategists reduced its iShares National Muni Bond ETF (MUB) stake by 12% in Q2 2026, selling an estimated $354K and leaving 25,325 shares worth $2.73M. The position accounts for 0.31% of the portfolio, ranked #33.

Cannon Financial Strategists first reported a position in MUB in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.89M in Q1 2025. 1,160 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Cannon Financial Strategists held 25,325 shares of iShares National Muni Bond ETF worth $2.73M as of Q2 2026.
Cannon Financial Strategists sold 3,311 iShares National Muni Bond ETF shares in Q2 2026, an estimated $354K.
iShares National Muni Bond ETF made up 0.31% of Cannon Financial Strategists's portfolio in Q2 2026, its #33 holding.
Cannon Financial Strategists first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 30 quarters since.
Cannon Financial Strategists's iShares National Muni Bond ETF position peaked at $6.89M in Q1 2025.
1,160 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.