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

Novus 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 		$219K Hold
2,167
– – 0.46% 48
2026
Q2 		$233K Hold
2,167
– – 0.49% 46
2026
Q1 		$230K Hold
2,167
– – 0.51% 46
2025
Q4 		$232K Hold
2,167
– – 0.52% 42
2025
Q3 		$231K Hold
2,167
– – 0.53% 42
2025
Q2 		$226K Hold
2,167
– – 0.35% 67
2025
Q1 		$228K Hold
2,167
– – 0.23% 102
2024
Q4 		$231K Buy
+2,167
New +$233K 0.23% 94

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Novus Advisors's MUB Position: Q3 2026 in Review

Novus Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 2,167 shares worth $219K. The position accounts for 0.46% of the portfolio, ranked #48.

Novus Advisors first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $233K in Q2 2026. 1,131 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Novus Advisors held 2,167 shares of iShares National Muni Bond ETF worth $219K as of Q3 2026.
  • Novus Advisors left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up 0.46% of Novus Advisors's portfolio in Q3 2026, its #48 holding.
  • Novus Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Novus Advisors's iShares National Muni Bond ETF position peaked at $233K in Q2 2026.
  • 1,131 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

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