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 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	$3.69M	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

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

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Canvas Wealth Advisors's MUB Position: Q2 2026 in Review

Canvas Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 9.2% in Q2 2026, buying an estimated $196K and bringing the position to 21,763 shares worth $2.34M. The position accounts for 0.33% of the portfolio, ranked #53.

Canvas Wealth Advisors first reported a position in MUB in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.73M in Q4 2021. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Canvas Wealth Advisors held 21,763 shares of iShares National Muni Bond ETF worth $2.34M as of Q2 2026.
Canvas Wealth Advisors bought 1,834 iShares National Muni Bond ETF shares in Q2 2026, an estimated $196K.
iShares National Muni Bond ETF made up 0.33% of Canvas Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Canvas Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
Canvas Wealth Advisors's iShares National Muni Bond ETF position peaked at $5.73M in Q4 2021.
322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.