Mariner Independent Advisor Network’s iShares National Muni Bond ETF MUB Stock Holding History

Mariner Independent Advisor Network’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
2021 Q1	–	Sell	-10,255	Closed	-$1.2M	–	446
2020 Q4	$1.2M	Buy	+10,255	New	+$1.19M	0.06%	265
2016 Q1	–	Sell	-28,362	Closed	-$3.14M	–	117
2015 Q4	$3.14M	Buy	28,362 +9,536	+51%	+$1.05M	2.11%	13
2015 Q3	$2.06M	Buy	+18,826	New	+$2.05M	0.79%	36

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Independent Advisor Network's MUB Position: Q1 2021 in Review

Mariner Independent Advisor Network sold out of iShares National Muni Bond ETF (MUB) in Q1 2021, closing a stake of 10,255 shares — an estimated $1.2M sold.

Mariner Independent Advisor Network first reported a position in MUB in Q3 2015 and held it in 3 quarters. The position peaked at $3.14M in Q4 2015. 998 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

Mariner Independent Advisor Network reported no remaining iShares National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,255 iShares National Muni Bond ETF shares in Q1 2021, an estimated $1.2M.
Mariner Independent Advisor Network first reported a position in iShares National Muni Bond ETF in Q3 2015 and held it in 3 quarters.
Mariner Independent Advisor Network's iShares National Muni Bond ETF position peaked at $3.14M in Q4 2015.
998 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2021, filed 7 May 2021.