Canvas Wealth Advisors
MUB icon

Canvas Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Canvas Wealth Advisors’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
Q3 		$2.41M Buy
23,243
+1,480
+7% +$155K 0.32% 54
2026
Q2 		$2.34M Buy
21,763
+1,834
+9% +$196K 0.33% 53
2026
Q1 		$2.12M Sell
19,929
-627
-3% -$67.4K 0.36% 49
2025
Q4 		$2.2M Sell
20,556
-573
-3% -$61.3K 0.37% 47
2025
Q3 		$2.25M Buy
21,129
+2,942
+16% +$308K 0.41% 48
2025
Q2 		$1.88M Buy
18,187
+588
+3% +$61.1K 0.37% 50
2025
Q1 		$1.81M Buy
17,599
+3,166
+22% +$337K 0.47% 43
2024
Q4 		$1.54M Buy
14,433
+1,437
+11% +$154K 0.39% 48
2024
Q3 		$1.41M Buy
12,996
+1,550
+14% +$167K 0.39% 44
2024
Q2 		$1.23M Buy
11,446
+1,909
+20% +$203K 0.38% 45
2024
Q1 		$1.01M Buy
9,537
+948
+11% +$102K 0.34% 46
2023
Q4 		$933K Sell
8,589
-291
-3% -$30.4K 0.34% 47
2023
Q3 		$900K Sell
8,880
-339
-4% -$35.8K 0.37% 48
2023
Q2 		$988K Sell
9,219
-1,157
-11% -$124K 0.37% 46
2023
Q1 		$1.11M Buy
10,376
+5,104
+97% +$545K 0.47% 39
2022
Q4 		$570K Buy
5,272
+199
+4% +$20.7K 0.24% 66
2022
Q3 		$516K Sell
5,073
-18,969
-79% -$2.02M 0.22% 67
2022
Q2 		$2.56M Sell
24,042
-6,940
-22% -$741K 1.03% 24
2022
Q1 		$3.3M Sell
30,982
-18,283
-37% -$2.06M 1.2% 18
2021
Q4 		$5.73M Buy
49,265
+1,602
+3% +$186K 2.06% 9
2021
Q3 		$5.54M Buy
47,663
+16,219
+52% +$1.9M 2.26% 11
2021
Q2 		$3.68M Buy
31,444
+19,858
+171% +$2.32M 1.65% 16
2021
Q1 		$1.35M Buy
+11,586
New +$1.35M 0.79% 32

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Canvas Wealth Advisors's MUB Position: Q3 2026 in Review

Canvas Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 6.8% in Q3 2026, buying an estimated $155K and bringing the position to 23,243 shares worth $2.41M. The position accounts for 0.32% of the portfolio, ranked #54.

Canvas Wealth Advisors first reported a position in MUB in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.73M in Q4 2021. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Canvas Wealth Advisors held 23,243 shares of iShares National Muni Bond ETF worth $2.41M as of Q3 2026.
  • Canvas Wealth Advisors bought 1,480 iShares National Muni Bond ETF shares in Q3 2026, an estimated $155K.
  • iShares National Muni Bond ETF made up 0.32% of Canvas Wealth Advisors's portfolio in Q3 2026, its #54 holding.
  • Canvas Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Canvas Wealth Advisors's iShares National Muni Bond ETF position peaked at $5.73M in Q4 2021.
  • 1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Canvas Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.