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

Cascade 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	$551K	Buy	+5,250	New	+$551K	0.23%	47

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Cascade Wealth Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2026: 5,250 shares worth $551K. The stake represents 0.23% of the portfolio and ranks #47 among its holdings.

1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Cascade Wealth Advisors held 5,250 shares of iShares National Muni Bond ETF worth $551K as of Q3 2026.
iShares National Muni Bond ETF was a new Cascade Wealth Advisors position in Q3 2026.
iShares National Muni Bond ETF made up 0.23% of Cascade Wealth Advisors's portfolio in Q3 2026, its #47 holding.
1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Cascade Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.