MIG
MUB icon

Mariner Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

Mariner Investment Group’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
2018
Q2 		– Sell
-450,533
Closed -$49.1M – 70
2018
Q1 		$49.1M Hold
450,533
– – 48.36% 1
2017
Q4 		$49.9M Buy
+450,533
New +$49.9M 20.87% 1

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Investment Group's MUB Position: Q2 2018 in Review

Mariner Investment Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2018, closing a stake of 450,533 shares — an estimated $49.1M sold.

Mariner Investment Group first reported a position in MUB in Q4 2017 and held it in 2 quarters. The position peaked at $49.9M in Q4 2017. 506 funds tracked by Wall St. Rank hold MUB as of Q2 2018.

  • Mariner Investment Group reported no remaining iShares National Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Mariner Investment Group sold 450,533 iShares National Muni Bond ETF shares in Q2 2018, an estimated $49.1M.
  • Mariner Investment Group first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 2 quarters.
  • Mariner Investment Group's iShares National Muni Bond ETF position peaked at $49.9M in Q4 2017.
  • 506 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2018.

Based on Mariner Investment Group's 13F filing for Q2 2018, filed 7 Aug 2018.