LMR Partners’s iShares National Muni Bond ETF MUB Stock Holding History

LMR Partners’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	–	Sell	-1,495,000	Closed	-$161M	–	1740
2025 Q4	$160M	Buy	1,495,000 +1,195,000	+398%	+$128M	0.3%	20
2025 Q3	$31.9M	Sell	300,000 -1,474,400	-83%	-$154M	0.14%	121
2025 Q2	$185M	Buy	1,774,400 +1,694,400	+2,118%	+$176M	1.33%	8
2025 Q1	$8.44M	Buy	+80,000	New	+$8.51M	0.08%	286
2024 Q4	–	Sell	-100,000	Closed	-$10.7M	–	1465
2024 Q3	$10.9M	Sell	100,000 -150,000	-60%	-$16.2M	0.09%	207
2024 Q2	$26.6M	Buy	+250,000	New	+$26.6M	0.23%	93
2023 Q4	–	Sell	-350,000	Closed	-$36.6M	–	1078
2023 Q3	$35.9M	Buy	350,000 +348,309	+20,598%	+$36.7M	0.4%	47
2023 Q2	$180K	Buy	+1,691	New	+$181K	﹤0.01%	590

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMR Partners's MUB Position: Q1 2026 in Review

LMR Partners sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 1,495,000 shares — an estimated $161M sold.

LMR Partners first reported a position in MUB in Q2 2023 and held it in 8 quarters. The position peaked at $185M in Q2 2025. 1,634 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

LMR Partners reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
LMR Partners sold 1,495,000 iShares National Muni Bond ETF shares in Q1 2026, an estimated $161M.
LMR Partners first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 8 quarters.
LMR Partners's iShares National Muni Bond ETF position peaked at $185M in Q2 2025.
1,634 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.