Mariner
MUB icon

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

Mariner’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 		$224M Buy
2,108,214
+59,282
+3% +$6.37M 0.26% 67
2025
Q4 		$219M Buy
2,048,932
+170,903
+9% +$18.3M 0.26% 65
2025
Q3 		$200M Sell
1,878,029
-19,151
-1% -$2M 0.26% 70
2025
Q2 		$198M Sell
1,897,180
-90,393
-5% -$9.4M 0.29% 66
2025
Q1 		$210M Buy
1,987,573
+55,484
+3% +$5.9M 0.35% 57
2024
Q4 		$206M Buy
1,932,089
+226,353
+13% +$24.3M 0.35% 54
2024
Q3 		$185M Buy
1,705,736
+37,871
+2% +$4.08M 0.33% 66
2024
Q2 		$178M Buy
1,667,865
+126,440
+8% +$13.5M 0.34% 59
2024
Q1 		$166M Buy
1,541,425
+162,277
+12% +$17.5M 0.34% 64
2023
Q4 		$150M Sell
1,379,148
-29,126
-2% -$3.04M 0.35% 62
2023
Q3 		$144M Buy
1,408,274
+66,004
+5% +$6.96M 0.39% 58
2023
Q2 		$143M Buy
1,342,270
+81,533
+6% +$8.71M 0.38% 57
2023
Q1 		$136M Buy
1,260,737
+8,905
+0.7% +$952K 0.39% 58
2022
Q4 		$132M Buy
1,251,832
+332,311
+36% +$34.6M 0.42% 57
2022
Q3 		$94.3M Buy
919,521
+120,746
+15% +$12.8M 0.38% 63
2022
Q2 		$85M Sell
798,775
-127,870
-14% -$13.6M 0.35% 70
2022
Q1 		$102M Buy
926,645
+128,655
+16% +$14.5M 0.38% 60
2021
Q4 		$92.8M Sell
797,990
-30,565
-4% -$3.55M 0.39% 65
2021
Q3 		$96.3M Buy
828,555
+347,801
+72% +$40.8M 0.5% 39
2021
Q2 		$56.3M Sell
480,754
-40,027
-8% -$4.68M 0.35% 83
2021
Q1 		$60.4M Sell
520,781
-33,668
-6% -$3.93M 0.42% 62
2020
Q4 		$65M Buy
554,449
+219,107
+65% +$25.5M 0.5% 48
2020
Q3 		$38.9M Buy
335,342
+29,258
+10% +$3.4M 0.37% 74
2020
Q2 		$35.3M Buy
306,084
+22,882
+8% +$2.6M 0.35% 81
2020
Q1 		$32M Buy
283,202
+70,368
+33% +$8.03M 0.4% 70
2019
Q4 		$24.2M Buy
212,834
+61,576
+41% +$7.01M 0.25% 115
2019
Q3 		$17.3M Buy
151,258
+32,465
+27% +$3.7M 0.21% 133
2019
Q2 		$13.4M Buy
118,793
+23,414
+25% +$2.62M 0.16% 151
2019
Q1 		$7.72M Buy
95,379
+6,215
+7% +$682K 0.11% 188
2018
Q4 		$9.72M Buy
89,164
+52,443
+143% +$5.64M 0.17% 155
2018
Q3 		$3.96M Sell
36,721
-1,782
-5% -$194K 0.1% 194
2018
Q2 		$4.2M Sell
38,503
-3,427
-8% -$372K 0.12% 167
2018
Q1 		$4.57M Buy
41,930
+4,322
+11% +$471K 0.16% 121
2017
Q4 		$4.17M Buy
37,608
+10,033
+36% +$1.11M 0.16% 119
2017
Q3 		$3.06M Buy
27,575
+4,210
+18% +$467K 0.14% 129
2017
Q2 		$2.57M Buy
23,365
+1,983
+9% +$218K 0.12% 143
2017
Q1 		$2.33M Sell
21,382
-2,842
-12% -$308K 0.1% 173
2016
Q4 		$2.62M Buy
24,224
+3,758
+18% +$412K 0.12% 149
2016
Q3 		$2.31M Sell
20,466
-3,381
-14% -$383K 0.11% 169
2016
Q2 		$2.72M Buy
23,847
+4,342
+22% +$489K 0.15% 143
2016
Q1 		$2.18M Buy
19,505
+12,750
+189% +$1.42M 0.13% 150
2015
Q4 		$748K Buy
6,755
+4,765
+239% +$523K 0.05% 241
2015
Q3 		$218K Hold
1,990
– – 0.01% 463
2015
Q2 		$215K Buy
+1,990
New +$217K 0.01% 469
2014
Q2 		– Sell
-1,886
Closed -$202K – 361
2014
Q1 		$202K Sell
1,886
-775
-29% -$82.3K 0.03% 310
2013
Q4 		$276K Buy
+2,661
New +$278K 0.03% 287

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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Mariner's MUB Position: Q1 2026 in Review

Mariner increased its iShares National Muni Bond ETF (MUB) stake by 2.9% in Q1 2026, buying an estimated $6.37M and bringing the position to 2,108,214 shares worth $224M. The position accounts for 0.26% of the portfolio, ranked #67.

Mariner first reported a position in MUB in Q4 2013 and has held it in 46 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Mariner held 2,108,214 shares of iShares National Muni Bond ETF worth $224M as of Q1 2026.
  • Mariner bought 59,282 iShares National Muni Bond ETF shares in Q1 2026, an estimated $6.37M.
  • iShares National Muni Bond ETF made up 0.26% of Mariner's portfolio in Q1 2026, its #67 holding.
  • Mariner first reported a position in iShares National Muni Bond ETF in Q4 2013 and has held it in 46 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.