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Horizon Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Horizon Investments’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
Q1 		$15.9M Buy
150,604
+85,978
+133% +$9.24M 0.18% 91
2025
Q4 		$6.92M Buy
64,626
+8,032
+14% +$860K 0.09% 200
2025
Q3 		$6M Sell
56,594
-77
-0.1% -$8.06K 0.08% 204
2025
Q2 		$5.89M Sell
56,671
-48,240
-46% -$5.02M 0.09% 174
2025
Q1 		$11M Sell
104,911
-2,236
-2% -$238K 0.33% 46
2024
Q4 		$11.4M Buy
107,147
+4,582
+4% +$492K 0.33% 45
2024
Q3 		$11.1M Buy
102,565
+6,042
+6% +$651K 0.29% 39
2024
Q2 		$10.2M Buy
96,523
+2,722
+3% +$290K 0.28% 45
2024
Q1 		$10M Sell
93,801
-1,676
-2% -$181K 0.26% 54
2023
Q4 		$10.3M Buy
95,477
+1,993
+2% +$208K 0.29% 48
2023
Q3 		$9.54M Buy
93,484
+87,014
+1,345% +$9.18M 0.29% 47
2023
Q2 		$687K Sell
6,470
-182
-3% -$19.5K 0.02% 231
2023
Q1 		$714K Sell
6,652
-1,871
-22% -$200K 0.02% 221
2022
Q4 		$897K Buy
8,523
+962
+13% +$100K 0.03% 248
2022
Q3 		$773K Sell
7,561
-57,692
-88% -$6.13M 0.02% 258
2022
Q2 		$6.92M Buy
65,253
+51,047
+359% +$5.45M 0.22% 46
2022
Q1 		$1.55M Sell
14,206
-5,933
-29% -$670K 0.04% 174
2021
Q4 		$2.34M Buy
20,139
+2,216
+12% +$257K 0.07% 131
2021
Q3 		$2.08M Sell
17,923
-12,567
-41% -$1.47M 0.05% 148
2021
Q2 		$3.56M Buy
30,490
+15,955
+110% +$1.86M 0.11% 98
2021
Q1 		$1.69M Buy
+14,535
New +$1.7M 0.06% 142
2020
Q4 		– Sell
-24,736
Closed -$2.86M – 292
2020
Q3 		$2.86M Buy
24,736
+12,341
+100% +$1.43M 0.1% 94
2020
Q2 		$1.43M Buy
12,395
+150
+1% +$17K 0.04% 190
2020
Q1 		$1.38M Sell
12,245
-227
-2% -$25.9K 0.07% 109
2019
Q4 		$1.42M Buy
12,472
+1,409
+13% +$161K 0.06% 132
2019
Q3 		$1.26M Buy
11,063
+1,021
+10% +$116K 0.05% 108
2019
Q2 		$1.14M Buy
10,042
+561
+6% +$62.8K 0.03% 121
2019
Q1 		$1.05M Buy
9,481
+154
+2% +$16.9K 0.04% 170
2018
Q4 		$1.02M Buy
9,327
+151
+2% +$16.2K 0.05% 148
2018
Q3 		$986K Buy
9,176
+471
+5% +$51.2K 0.03% 148
2018
Q2 		$945K Buy
8,705
+773
+10% +$83.9K 0.04% 141
2018
Q1 		$864K Buy
7,932
+383
+5% +$41.8K 0.04% 127
2017
Q4 		$827K Buy
7,549
+49
+0.7% +$5.42K 0.05% 118
2017
Q3 		$821K Sell
7,500
-836
-10% -$92.8K 0.05% 96
2017
Q2 		$913K Sell
8,336
-660
-7% -$72.6K 0.05% 83
2017
Q1 		$980K Sell
8,996
-21,876
-71% -$2.37M 0.07% 63
2016
Q4 		$3.34M Buy
30,872
+1,073
+4% +$117K 0.23% 31
2016
Q3 		$3.36M Sell
29,799
-1,328
-4% -$150K 0.23% 36
2016
Q2 		$3.55M Buy
31,127
+1,617
+5% +$182K 0.27% 36
2016
Q1 		$3.29M Sell
29,510
-201,924
-87% -$22.5M 0.26% 34
2015
Q4 		$25.6M Buy
231,434
+222,066
+2,370% +$24.4M 2.01% 10
2015
Q3 		$1.03M Buy
9,368
+886
+10% +$96.4K 0.09% 54
2015
Q2 		$918K Sell
8,482
-4,915
-37% -$536K 0.07% 50
2015
Q1 		$1.48M Buy
13,397
+1,540
+13% +$170K 0.14% 54
2014
Q4 		$1.31M Buy
11,857
+691
+6% +$75.9K 0.13% 49
2014
Q3 		$1.23M Buy
11,166
+290
+3% +$31.6K 0.13% 46
2014
Q2 		$1.18M Buy
10,876
+699
+7% +$75.6K 0.14% 55
2014
Q1 		$1.09M Buy
10,177
+1,389
+16% +$147K 0.14% 52
2013
Q4 		$912K Buy
8,788
+4,301
+96% +$449K 0.14% 41
2013
Q3 		$469K Buy
4,487
+1,294
+41% +$134K 0.11% 44
2013
Q2 		$335K Buy
+3,193
New +$349K 0.1% 50

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments's MUB Position: Q1 2026 in Review

Horizon Investments increased its iShares National Muni Bond ETF (MUB) stake by 133% in Q1 2026, buying an estimated $9.24M and bringing the position to 150,604 shares worth $15.9M. The position accounts for 0.18% of the portfolio, ranked #91.

Horizon Investments first reported a position in MUB in Q2 2013 and has held it in 51 quarters since. The position peaked at $25.6M in Q4 2015. 1,626 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Horizon Investments held 150,604 shares of iShares National Muni Bond ETF worth $15.9M as of Q1 2026.
  • Horizon Investments bought 85,978 iShares National Muni Bond ETF shares in Q1 2026, an estimated $9.24M.
  • iShares National Muni Bond ETF made up 0.18% of Horizon Investments's portfolio in Q1 2026, its #91 holding.
  • Horizon Investments first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • Horizon Investments's iShares National Muni Bond ETF position peaked at $25.6M in Q4 2015.
  • 1,626 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.