Mercer Global Advisors
MUB icon

Mercer Global Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Mercer Global Advisors’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 		$993M Buy
9,357,674
+808,430
+9% +$86.9M 1.47% 16
2025
Q4 		$916M Buy
8,549,244
+1,037,682
+14% +$111M 1.4% 17
2025
Q3 		$800M Buy
7,511,562
+1,261,391
+20% +$132M 1.34% 21
2025
Q2 		$653M Sell
6,250,171
-551,096
-8% -$57.3M 1.33% 20
2025
Q1 		$717M Buy
6,801,267
+365,786
+6% +$38.9M 1.65% 14
2024
Q4 		$686M Sell
6,435,481
-6,555
-0.1% -$704K 1.67% 12
2024
Q3 		$700M Buy
6,442,036
+356,622
+6% +$38.4M 1.64% 16
2024
Q2 		$647M Buy
6,085,414
+864,732
+17% +$92.1M 1.76% 13
2024
Q1 		$563M Buy
5,220,682
+743,378
+17% +$80.2M 1.6% 13
2023
Q4 		$485M Buy
4,477,304
+405,687
+10% +$42.4M 1.46% 17
2023
Q3 		$418M Buy
4,071,617
+744,168
+22% +$78.5M 1.59% 14
2023
Q2 		$355M Buy
3,327,449
+814,095
+32% +$87M 1.41% 15
2023
Q1 		$269M Buy
2,513,354
+191,151
+8% +$20.4M 1.22% 21
2022
Q4 		$245M Buy
2,322,203
+357,298
+18% +$37.2M 1.23% 21
2022
Q3 		$202M Buy
1,964,905
+214,832
+12% +$22.8M 1.2% 19
2022
Q2 		$186M Sell
1,750,073
-244,078
-12% -$26M 1.14% 22
2022
Q1 		$219M Buy
1,994,151
+342,236
+21% +$38.6M 1.29% 18
2021
Q4 		$192M Buy
1,651,915
+216,107
+15% +$25.1M 1.19% 19
2021
Q3 		$167M Buy
1,435,808
+175,574
+14% +$20.6M 1.17% 19
2021
Q2 		$148M Buy
1,260,234
+185,547
+17% +$21.7M 1.14% 20
2021
Q1 		$125M Buy
1,074,687
+211,263
+24% +$24.6M 1.13% 19
2020
Q4 		$101M Buy
863,424
+95,593
+12% +$11.1M 1.26% 17
2020
Q3 		$89M Buy
767,831
+177,649
+30% +$20.6M 1.34% 16
2020
Q2 		$68.1M Buy
590,182
+115,223
+24% +$13.1M 1.24% 17
2020
Q1 		$53.7M Buy
474,959
+69,675
+17% +$7.95M 1.18% 17
2019
Q4 		$46.2M Buy
405,284
+73,271
+22% +$8.35M 0.92% 23
2019
Q3 		$37.9M Buy
332,013
+47,018
+16% +$5.36M 0.89% 23
2019
Q2 		$32.2M Buy
284,995
+112,379
+65% +$12.6M 0.85% 22
2019
Q1 		$19.2M Buy
+172,616
New +$18.9M 0.69% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors's MUB Position: Q1 2026 in Review

Mercer Global Advisors increased its iShares National Muni Bond ETF (MUB) stake by 9.5% in Q1 2026, buying an estimated $86.9M and bringing the position to 9,357,674 shares worth $993M. The position accounts for 1.47% of the portfolio, ranked #16.

Mercer Global Advisors first reported a position in MUB in Q1 2019 and has held it in 29 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Mercer Global Advisors held 9,357,674 shares of iShares National Muni Bond ETF worth $993M as of Q1 2026.
  • Mercer Global Advisors bought 808,430 iShares National Muni Bond ETF shares in Q1 2026, an estimated $86.9M.
  • iShares National Muni Bond ETF made up 1.47% of Mercer Global Advisors's portfolio in Q1 2026, its #16 holding.
  • Mercer Global Advisors first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.